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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 | $142,405+53.6% | $115,157+90.0% | $152,870+43.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 0.06% | 41.48%-41.4pp | 35.60%-35.5pp | 345.34%-345.3pp |
| Employer contribution / active EE | $20,463 | $4,010+410.3% | $3,179+543.8% | $4,763+329.6% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $4,168-100.0% | $5,850-100.0% |
| Admin fee / account holder | $1,348 | $8,462-84.1% | $7,088-81.0% | $11,597-88.4% |