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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,938 | $119,143-0.2% | $88,632+34.2% | $152,909-22.2% |
| Participation rate | 100.0% | 73.4%+26.6pp | 68.8%+31.2pp | 82.5%+17.5pp |
| Annual return | 3.51% | 48.12%-44.6pp | 43.75%-40.2pp | 345.46%-342.0pp |
| Employer contribution / active EE | $15,000 | $2,675+460.8% | $2,101+614.0% | $4,764+214.9% |
| Participant deferral / active EE | $0 | $3,555-100.0% | $2,917-100.0% | $5,851-100.0% |
| Admin fee / account holder | $681 | $5,875-88.4% | $4,308-84.2% | $11,601-94.1% |