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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 | $115,280 | $112,131+2.8% | $95,964+20.1% | $158,982-27.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 4.73% | 171.19%-166.5pp | 91.64%-86.9pp | 302.99%-298.3pp |
| Employer contribution / active EE | $9,082 | $3,199+183.9% | $2,541+257.4% | $4,763+90.7% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,983-100.0% |
| Admin fee / account holder | $71,228 | $10,136+602.7% | $6,797+947.9% | $11,252+533.0% |