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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 | $150,742 | $160,040-5.8% | $147,096+2.5% | $145,877+3.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 5.71% | 98.49%-92.8pp | 419.75%-414.0pp | 551.28%-545.6pp |
| Employer contribution / active EE | $3,232 | $5,289-38.9% | $4,936-34.5% | $4,663-30.7% |
| Participant deferral / active EE | $1,596 | $8,429-81.1% | $8,071-80.2% | $6,691-76.1% |
| Admin fee / account holder | $172,864 | $15,050+1048.6% | $13,005+1229.2% | $13,402+1189.8% |