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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 | $160,028-8.0% | $147,080+0.1% | $145,884+0.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.04% | 98.60%-91.6pp | 420.17%-413.1pp | 551.85%-544.8pp |
| Employer contribution / active EE | $8,063 | $5,286+52.5% | $4,933+63.4% | $4,662+72.9% |
| Participant deferral / active EE | $1,508 | $8,422-82.1% | $8,066-81.3% | $6,690-77.5% |
| Admin fee / account holder | $59,451 | $15,030+295.5% | $12,989+357.7% | $13,392+343.9% |