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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 | $197,316 | $89,370+120.8% | $141,197+39.7% | $72,976+170.4% |
| Participation rate | 97.8% | 75.1%+22.7pp | 82.5%+15.4pp | 69.5%+28.3pp |
| Annual return | -1.87% | 111.88%-113.7pp | 71.41%-73.3pp | 81.02%-82.9pp |
| Employer contribution / active EE | $16,529 | $3,115+430.6% | $4,736+249.0% | $2,440+577.4% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $9,907 | $5,957+66.3% | $10,265-3.5% | $5,124+93.3% |