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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 | $208,088-29.1% | $186,193-20.8% | $154,746-4.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 6.37% | 89.97%-83.6pp | 78.03%-71.7pp | 172.34%-166.0pp |
| Employer contribution / active EE | $12,500 | $4,340+188.0% | $3,918+219.0% | $4,379+185.4% |
| Participant deferral / active EE | $0 | $7,078-100.0% | $6,513-100.0% | $6,730-100.0% |
| Admin fee / account holder | $13,383 | $11,698+14.4% | $11,058+21.0% | $14,365-6.8% |