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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 | $130,595 | $166,131-21.4% | $164,975-20.8% | $145,877-10.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 5.98% | 100.37%-94.4pp | 70.12%-64.1pp | 551.28%-545.3pp |
| Employer contribution / active EE | $19,845 | $5,276+276.2% | $4,343+357.0% | $4,663+325.6% |
| Participant deferral / active EE | $0 | $6,962-100.0% | $6,033-100.0% | $6,691-100.0% |
| Admin fee / account holder | $73,003 | $16,648+338.5% | $12,688+475.4% | $13,402+444.7% |