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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 | $178,210 | $178,1740% | $156,181+14.1% | $137,256+29.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 3.45% | 84.19%-80.7pp | 64.87%-61.4pp | 220.34%-216.9pp |
| Employer contribution / active EE | $1,429 | $4,972-71.3% | $4,294-66.7% | $4,156-65.6% |
| Participant deferral / active EE | $0 | $6,888-100.0% | $6,132-100.0% | $6,407-100.0% |
| Admin fee / account holder | $86,362 | $17,404+396.2% | $14,586+492.1% | $12,270+603.8% |