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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 | $116,456 | $103,392+12.6% | $87,104+33.7% | $152,897-23.8% |
| Participation rate | 75.0% | 79.4%-4.4pp | 76.9%-1.9pp | 82.5%-7.5pp |
| Annual return | -0.85% | 28.10%-29.0pp | 28.19%-29.0pp | 345.43%-346.3pp |
| Employer contribution / active EE | $6,250 | $3,221+94.0% | $2,521+147.9% | $4,764+31.2% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,048-100.0% | $5,851-100.0% |
| Admin fee / account holder | $6,465 | $12,194-47.0% | $7,491-13.7% | $11,599-44.3% |