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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 | $139,119 | $150,346-7.5% | $120,524+15.4% | $145,877-4.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 5.07% | 154.40%-149.3pp | 107.36%-102.3pp | 551.28%-546.2pp |
| Employer contribution / active EE | $6,871 | $4,353+57.8% | $3,469+98.1% | $4,663+47.3% |
| Participant deferral / active EE | $0 | $6,172-100.0% | $4,994-100.0% | $6,691-100.0% |
| Admin fee / account holder | $4,559 | $12,215-62.7% | $9,440-51.7% | $13,402-66.0% |