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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 | $236,086 | $106,894+120.9% | $84,016+181.0% | $152,870+54.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 4.05% | 104.99%-100.9pp | 71.31%-67.3pp | 345.34%-341.3pp |
| Employer contribution / active EE | $1,395 | $2,734-49.0% | $1,983-29.7% | $4,763-70.7% |
| Participant deferral / active EE | $0 | $4,011-100.0% | $3,239-100.0% | $5,850-100.0% |
| Admin fee / account holder | $8,067 | $8,286-2.6% | $6,101+32.2% | $11,597-30.4% |