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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 | $158,678 | $111,535+42.3% | $105,223+50.8% | $137,256+15.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 4.38% | 237.85%-233.5pp | 180.65%-176.3pp | 220.34%-216.0pp |
| Employer contribution / active EE | $1,369 | $3,939-65.3% | $3,689-62.9% | $4,156-67.1% |
| Participant deferral / active EE | $0 | $5,500-100.0% | $5,072-100.0% | $6,407-100.0% |
| Admin fee / account holder | $10,299 | $9,721+5.9% | $8,859+16.3% | $12,270-16.1% |