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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 | $179,644 | $112,933+59.1% | $90,970+97.5% | $158,982+13.0% |
| Participation rate | 87.5% | 74.7%+12.8pp | 69.0%+18.5pp | 82.0%+5.5pp |
| Annual return | -0.34% | 215.82%-216.2pp | 134.60%-134.9pp | 302.99%-303.3pp |
| Employer contribution / active EE | $6,250 | $2,893+116.0% | $2,122+194.6% | $4,763+31.2% |
| Participant deferral / active EE | $0 | $4,128-100.0% | $3,373-100.0% | $5,983-100.0% |
| Admin fee / account holder | $4,104 | $8,047-49.0% | $5,961-31.1% | $11,252-63.5% |