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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 | $218,803 | $142,426+53.6% | $115,167+90.0% | $152,909+43.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.5%+17.5pp |
| Annual return | 0.06% | 41.48%-41.4pp | 35.60%-35.5pp | 345.46%-345.4pp |
| Employer contribution / active EE | $20,463 | $4,011+410.2% | $3,179+543.7% | $4,764+329.6% |
| Participant deferral / active EE | $0 | $5,165-100.0% | $4,169-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,348 | $8,464-84.1% | $7,089-81.0% | $11,601-88.4% |