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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 | $72,534 | $49,976+45.1% | $66,674+8.8% | $82,637-12.2% |
| Participation rate | 100.0% | 63.1%+36.9pp | 73.7%+26.3pp | 68.1%+31.9pp |
| Annual return | 9.13% | 39.09%-30.0pp | 321.24%-312.1pp | 53.51%-44.4pp |
| Employer contribution / active EE | $10,096 | $1,988+407.8% | $2,620+285.3% | $2,552+295.6% |
| Participant deferral / active EE | $0 | $2,847-100.0% | $4,084-100.0% | $4,126-100.0% |
| Admin fee / account holder | $28,523 | $4,594+520.9% | $5,098+459.5% | $7,339+288.7% |