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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 | $241,661 | $171,492+40.9% | $150,734+60.3% | $198,609+21.7% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 0.62% | 804.70%-804.1pp | 600.81%-600.2pp | 202.70%-202.1pp |
| Employer contribution / active EE | $4,371 | $5,470-20.1% | $4,918-11.1% | $5,055-13.5% |
| Participant deferral / active EE | $0 | $6,259-100.0% | $5,610-100.0% | $6,977-100.0% |
| Admin fee / account holder | $32,329 | $17,628+83.4% | $14,905+116.9% | $19,030+69.9% |