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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 | $245,654 | $95,404+157.5% | $113,397+116.6% | $82,637+197.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | -1.23% | 19.08%-20.3pp | 23.20%-24.4pp | 53.51%-54.7pp |
| Employer contribution / active EE | $7,073 | $2,307+206.6% | $2,977+137.6% | $2,552+177.2% |
| Participant deferral / active EE | $0 | $4,220-100.0% | $5,076-100.0% | $4,126-100.0% |
| Admin fee / account holder | $20,770 | $9,168+126.5% | $11,957+73.7% | $7,339+183.0% |