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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 | $93,873 | $78,707+19.3% | $117,861-20.4% | $70,126+33.9% |
| Participation rate | 92.9% | 73.2%+19.7pp | 79.7%+13.2pp | 69.5%+23.3pp |
| Annual return | -0.44% | 23.30%-23.7pp | 335.11%-335.5pp | 73.15%-73.6pp |
| Employer contribution / active EE | $3,185 | $2,223+43.2% | $3,786-15.9% | $2,343+36.0% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,787 | $5,066-45.0% | $8,021-65.3% | $4,645-40.0% |