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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 | $93,972 | $178,174-47.3% | $156,181-39.8% | $137,256-31.5% |
| Participation rate | 71.4% | 82.0%-10.6pp | 78.8%-7.4pp | 80.0%-8.5pp |
| Annual return | 0.13% | 84.19%-84.1pp | 64.87%-64.7pp | 220.34%-220.2pp |
| Employer contribution / active EE | $12,656 | $4,972+154.6% | $4,294+194.7% | $4,156+204.5% |
| Participant deferral / active EE | $0 | $6,888-100.0% | $6,132-100.0% | $6,407-100.0% |
| Admin fee / account holder | $130,030 | $17,404+647.1% | $14,586+791.5% | $12,270+959.7% |