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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 | $168,025 | $53,128+216.3% | $86,581+94.1% | $70,124+139.6% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 0.07% | 27.66%-27.6pp | 965.06%-965.0pp | 73.14%-73.1pp |
| Employer contribution / active EE | $6,587 | $2,068+218.5% | $2,840+132.0% | $2,342+181.2% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,640 | $3,584-26.3% | $4,904-46.2% | $4,645-43.2% |