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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 | $167,285 | $124,346+34.5% | $111,306+50.3% | $167,553-0.2% |
| Participation rate | 91.3% | 79.6%+11.7pp | 77.3%+14.0pp | 82.1%+9.2pp |
| Annual return | 0.09% | 37.46%-37.4pp | 54.67%-54.6pp | 478.89%-478.8pp |
| Employer contribution / active EE | $19,491 | $3,438+467.0% | $2,732+613.4% | $4,840+302.7% |
| Participant deferral / active EE | $0 | $5,182-100.0% | $4,488-100.0% | $6,343-100.0% |
| Admin fee / account holder | $8,859 | $10,623-16.6% | $7,966+11.2% | $12,316-28.1% |