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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 | $168,492 | $152,612+10.4% | $125,192+34.6% | $152,897+10.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 3.93% | 54.85%-50.9pp | 43.79%-39.9pp | 345.43%-341.5pp |
| Employer contribution / active EE | $6,394 | $4,947+29.2% | $3,866+65.4% | $4,764+34.2% |
| Participant deferral / active EE | $0 | $5,868-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,151 | $13,437-91.4% | $9,704-88.1% | $11,599-90.1% |