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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 | $243,331 | $168,635+44.3% | $147,617+64.8% | $125,389+94.1% |
| Participation rate | 75.0% | 88.8%-13.8pp | 84.6%-9.6pp | 83.2%-8.2pp |
| Annual return | -14.63% | 77.65%-92.3pp | 61.98%-76.6pp | 282.24%-296.9pp |
| Employer contribution / active EE | $0 | $6,252-100.0% | $5,564-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,535 | $5,507-72.1% | $4,895-68.6% | $5,352-71.3% |
| Admin fee / account holder | $8,333 | $13,580-38.6% | $11,612-28.2% | $9,541-12.7% |