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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 | $147,224 | $159,978-8.0% | $147,041+0.1% | $145,978+0.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.04% | 98.36%-91.3pp | 419.21%-412.2pp | 550.52%-543.5pp |
| Employer contribution / active EE | $8,063 | $5,288+52.5% | $4,935+63.4% | $4,662+73.0% |
| Participant deferral / active EE | $1,508 | $8,429-82.1% | $8,071-81.3% | $6,690-77.5% |
| Admin fee / account holder | $59,451 | $15,053+294.9% | $13,006+357.1% | $13,400+343.7% |