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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 | $124,673 | $172,111-27.6% | $150,298-17.0% | $137,256-9.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | -0.06% | 69.37%-69.4pp | 62.79%-62.8pp | 220.34%-220.4pp |
| Employer contribution / active EE | $3,308 | $4,636-28.6% | $4,154-20.4% | $4,156-20.4% |
| Participant deferral / active EE | $17 | $6,166-99.7% | $5,453-99.7% | $6,407-99.7% |
| Admin fee / account holder | $20,690 | $16,471+25.6% | $14,116+46.6% | $12,270+68.6% |