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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 | $159,934-7.9% | $147,005+0.1% | $145,959+0.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.04% | 98.24%-91.2pp | 418.76%-411.7pp | 561.95%-554.9pp |
| Employer contribution / active EE | $8,063 | $5,287+52.5% | $4,934+63.4% | $4,661+73.0% |
| Participant deferral / active EE | $1,508 | $8,427-82.1% | $8,070-81.3% | $6,689-77.4% |
| Admin fee / account holder | $59,451 | $15,053+294.9% | $13,006+357.1% | $13,398+343.7% |