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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 | $138,719 | $152,619-9.1% | $125,195+10.8% | $152,909-9.3% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 2.74% | 54.85%-52.1pp | 43.79%-41.1pp | 345.46%-342.7pp |
| Employer contribution / active EE | $9,705 | $4,947+96.2% | $3,866+151.0% | $4,764+103.7% |
| Participant deferral / active EE | $0 | $5,869-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $16,428 | $13,437+22.3% | $9,704+69.3% | $11,601+41.6% |