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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 | $241,978 | $157,296+53.8% | $141,191+71.4% | $152,897+58.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 2.83% | 64.34%-61.5pp | 71.41%-68.6pp | 345.43%-342.6pp |
| Employer contribution / active EE | $16,667 | $5,262+216.7% | $4,736+251.9% | $4,764+249.9% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,897 | $12,125-84.4% | $10,264-81.5% | $11,599-83.6% |