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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 | $202,071 | $107,368+88.2% | $92,915+117.5% | $152,909+32.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 6.65% | 145.64%-139.0pp | 109.45%-102.8pp | 345.46%-338.8pp |
| Employer contribution / active EE | $1,517 | $4,222-64.1% | $3,653-58.5% | $4,764-68.2% |
| Participant deferral / active EE | $624 | $4,848-87.1% | $4,238-85.3% | $5,851-89.3% |
| Admin fee / account holder | $20,132 | $7,082+184.3% | $5,796+247.4% | $11,601+73.5% |