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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 | $147,451 | $180,749-18.4% | $160,784-8.3% | $137,256+7.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 6.37% | 2234.46%-2228.1pp | 1803.92%-1797.6pp | 220.34%-214.0pp |
| Employer contribution / active EE | $12,500 | $4,155+200.8% | $3,733+234.9% | $4,156+200.8% |
| Participant deferral / active EE | $0 | $6,844-100.0% | $6,293-100.0% | $6,407-100.0% |
| Admin fee / account holder | $13,383 | $10,397+28.7% | $9,717+37.7% | $12,270+9.1% |