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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 | $123,735 | $103,393+19.7% | $87,103+42.1% | $152,909-19.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | -0.11% | 28.10%-28.2pp | 28.19%-28.3pp | 345.46%-345.6pp |
| Employer contribution / active EE | $3,576 | $3,221+11.0% | $2,521+41.8% | $4,764-24.9% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,049-100.0% | $5,851-100.0% |
| Admin fee / account holder | $9,025 | $12,195-26.0% | $7,491+20.5% | $11,601-22.2% |