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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 | $245,734 | $154,193+59.4% | $130,045+89.0% | $139,466+76.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 1.78% | 32.51%-30.7pp | -137.30%+139.1pp | 373.66%-371.9pp |
| Employer contribution / active EE | $3,333 | $5,292-37.0% | $4,321-22.9% | $4,754-29.9% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $5,820-100.0% | $6,712-100.0% |
| Admin fee / account holder | $8,377 | $13,989-40.1% | $10,600-21.0% | $11,409-26.6% |