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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 | $187,975 | $165,399+13.6% | $149,745+25.5% | $158,982+18.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -1.02% | 348.34%-349.4pp | 276.72%-277.7pp | 302.99%-304.0pp |
| Employer contribution / active EE | $13,000 | $5,105+154.7% | $4,646+179.8% | $4,763+172.9% |
| Participant deferral / active EE | $0 | $7,183-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $56,015 | $10,811+418.1% | $9,312+501.6% | $11,252+397.8% |