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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 | $132,936 | $101,618+30.8% | $93,063+42.8% | $137,256-3.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 4.77% | 223.95%-219.2pp | 34.15%-29.4pp | 220.34%-215.6pp |
| Employer contribution / active EE | $10,000 | $2,707+269.4% | $2,476+303.9% | $4,156+140.6% |
| Participant deferral / active EE | $0 | $4,279-100.0% | $3,958-100.0% | $6,407-100.0% |
| Admin fee / account holder | $9,637 | $6,198+55.5% | $6,033+59.7% | $12,270-21.5% |