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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 | $106,923+120.8% | $84,023+181.0% | $152,909+54.4% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 4.05% | 105.02%-101.0pp | 71.32%-67.3pp | 345.46%-341.4pp |
| Employer contribution / active EE | $1,395 | $2,735-49.0% | $1,984-29.7% | $4,764-70.7% |
| Participant deferral / active EE | $0 | $4,013-100.0% | $3,239-100.0% | $5,851-100.0% |
| Admin fee / account holder | $8,067 | $8,289-2.7% | $6,102+32.2% | $11,601-30.5% |