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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 | $239,479 | $118,708+101.7% | $98,920+142.1% | $158,982+50.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 1.66% | 372.49%-370.8pp | 196.47%-194.8pp | 302.99%-301.3pp |
| Employer contribution / active EE | $7,455 | $3,334+123.6% | $2,689+177.2% | $4,763+56.5% |
| Participant deferral / active EE | $0 | $5,089-100.0% | $4,245-100.0% | $5,983-100.0% |
| Admin fee / account holder | $5,409 | $10,134-46.6% | $6,643-18.6% | $11,252-51.9% |