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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 | $71,197+214.2% | $93,669+138.8% | $80,925+176.4% |
| Participation rate | 97.4% | 60.4%+37.0pp | 68.7%+28.7pp | 67.7%+29.8pp |
| Annual return | -1.08% | 11.27%-12.4pp | 133.59%-134.7pp | 35.65%-36.7pp |
| Employer contribution / active EE | $22,458 | $1,565+1335.3% | $2,424+826.7% | $2,756+714.8% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $4,416-100.0% | $4,299-100.0% |
| Admin fee / account holder | $3,850 | $6,959-44.7% | $8,291-53.6% | $6,940-44.5% |