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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 | $136,112 | $132,634+2.6% | $115,768+17.6% | $137,256-0.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 4.31% | 160.70%-156.4pp | 100.46%-96.2pp | 220.34%-216.0pp |
| Employer contribution / active EE | $12,427 | $3,360+269.9% | $2,940+322.7% | $4,156+199.0% |
| Participant deferral / active EE | $0 | $5,619-100.0% | $4,917-100.0% | $6,407-100.0% |
| Admin fee / account holder | $288,579 | $15,028+1820.3% | $12,439+2219.9% | $12,270+2251.9% |