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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 | $147,531 | $154,209-4.3% | $130,062+13.4% | $139,487+5.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 7.39% | 32.52%-25.1pp | -137.37%+144.8pp | 373.84%-366.5pp |
| Employer contribution / active EE | $4,762 | $5,292-10.0% | $4,322+10.2% | $4,755+0.2% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $5,821-100.0% | $6,713-100.0% |
| Admin fee / account holder | $3,799 | $13,988-72.8% | $10,601-64.2% | $11,407-66.7% |