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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 | $196,793 | $112,112+75.5% | $95,956+105.1% | $158,950+23.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 3.35% | 171.15%-167.8pp | 91.63%-88.3pp | 302.91%-299.6pp |
| Employer contribution / active EE | $5,556 | $3,199+73.7% | $2,541+118.6% | $4,762+16.7% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,983-100.0% |
| Admin fee / account holder | $3,198 | $10,134-68.4% | $6,797-52.9% | $11,248-71.6% |