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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 | $237,256 | $166,268+42.7% | $165,100+43.7% | $145,897+62.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 6.30% | 100.52%-94.2pp | 70.21%-63.9pp | 552.29%-546.0pp |
| Employer contribution / active EE | $8,898 | $5,284+68.4% | $4,348+104.6% | $4,663+90.8% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,689-100.0% |
| Admin fee / account holder | $2,243 | $16,659-86.5% | $12,696-82.3% | $13,390-83.2% |