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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 | $223,699 | $71,230+214.1% | $93,727+138.7% | $80,959+176.3% |
| Participation rate | 97.4% | 60.4%+37.0pp | 68.7%+28.7pp | 67.7%+29.8pp |
| Annual return | -1.08% | 11.26%-12.3pp | 133.83%-134.9pp | 35.67%-36.8pp |
| Employer contribution / active EE | $22,458 | $1,565+1334.8% | $2,421+827.5% | $2,757+714.5% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $4,417-100.0% | $4,300-100.0% |
| Admin fee / account holder | $3,850 | $6,961-44.7% | $8,292-53.6% | $6,925-44.4% |