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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 | $134,817+79.3% | $123,973+94.9% | $155,188+55.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 0.62% | 515.49%-514.9pp | 388.13%-387.5pp | 148.84%-148.2pp |
| Employer contribution / active EE | $4,371 | $4,425-1.2% | $4,126+6.0% | $4,248+2.9% |
| Participant deferral / active EE | $0 | $5,706-100.0% | $5,247-100.0% | $6,531-100.0% |
| Admin fee / account holder | $32,329 | $13,245+144.1% | $11,799+174.0% | $14,480+123.3% |