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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 | $133,917 | $166,242-19.4% | $165,071-18.9% | $145,884-8.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 6.14% | 100.44%-94.3pp | 70.17%-64.0pp | 551.85%-545.7pp |
| Employer contribution / active EE | $12,777 | $5,283+141.9% | $4,347+193.9% | $4,662+174.0% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,690-100.0% |
| Admin fee / account holder | $10,561 | $16,658-36.6% | $12,695-16.8% | $13,392-21.1% |