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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 | $220,276 | $157,276+40.1% | $141,177+56.0% | $152,885+44.1% |
| Participation rate | 88.9% | 84.8%+4.1pp | 82.5%+6.4pp | 82.5%+6.4pp |
| Annual return | -0.85% | 64.33%-65.2pp | 71.40%-72.3pp | 345.39%-346.2pp |
| Employer contribution / active EE | $22,091 | $5,262+319.9% | $4,736+366.5% | $4,763+363.8% |
| Participant deferral / active EE | $0 | $7,110-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $4,519 | $12,123-62.7% | $10,263-56.0% | $11,598-61.0% |