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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 | $89,245 | $150,447-40.7% | $136,298-34.5% | $147,586-39.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 10.29% | 1049.15%-1038.9pp | 5156.27%-5146.0pp | 578.59%-568.3pp |
| Employer contribution / active EE | $7,000 | $5,256+33.2% | $4,696+49.1% | $4,876+43.5% |
| Participant deferral / active EE | $922 | $6,631-86.1% | $6,247-85.2% | $5,439-83.1% |
| Admin fee / account holder | $8,021 | $10,906-26.5% | $9,244-13.2% | $10,886-26.3% |