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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 | $248,924 | $149,778+66.2% | $118,946+109.3% | $158,950+56.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | -0.90% | 19.95%-20.8pp | 35.89%-36.8pp | 302.91%-303.8pp |
| Employer contribution / active EE | $7,045 | $4,117+71.1% | $3,263+115.9% | $4,762+47.9% |
| Participant deferral / active EE | $0 | $5,225-100.0% | $4,266-100.0% | $5,983-100.0% |
| Admin fee / account holder | $737 | $8,604-91.4% | $6,581-88.8% | $11,248-93.4% |