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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 | $201,741 | $160,070+26.0% | $147,117+37.1% | $145,897+38.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.07% | 98.69%-91.6pp | 420.54%-413.5pp | 552.29%-545.2pp |
| Employer contribution / active EE | $2,307 | $5,285-56.4% | $4,932-53.2% | $4,663-50.5% |
| Participant deferral / active EE | $2,307 | $8,419-72.6% | $8,065-71.4% | $6,689-65.5% |
| Admin fee / account holder | $96,204 | $15,035+539.9% | $12,993+640.4% | $13,390+618.5% |