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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 | $106,511 | $112,131-5.0% | $95,964+11.0% | $158,982-33.0% |
| Participation rate | 94.4% | 79.0%+15.5pp | 77.1%+17.4pp | 82.0%+12.5pp |
| Annual return | 2.26% | 171.19%-168.9pp | 91.64%-89.4pp | 302.99%-300.7pp |
| Employer contribution / active EE | $9,122 | $3,199+185.1% | $2,541+258.9% | $4,763+91.5% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,983-100.0% |
| Admin fee / account holder | $3,814 | $10,136-62.4% | $6,797-43.9% | $11,252-66.1% |