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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 | $150,088 | $131,835+13.8% | $108,582+38.2% | $273,972-45.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 0.59% | -91.57%+92.2pp | -51.70%+52.3pp | 41.46%-40.9pp |
| Employer contribution / active EE | $15,714 | $4,913+219.9% | $3,758+318.1% | $4,869+222.8% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $7,185 | $10,253-29.9% | $7,645-6.0% | $10,133-29.1% |