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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 | $148,779 | $162,821-8.6% | $133,978+11.0% | $158,982-6.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | -0.12% | 41.95%-42.1pp | 45.10%-45.2pp | 302.99%-303.1pp |
| Employer contribution / active EE | $12,767 | $4,976+156.6% | $3,919+225.8% | $4,763+168.0% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $68,859 | $11,742+486.4% | $8,930+671.1% | $11,252+512.0% |