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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 | $175,300 | $104,937+67.1% | $84,628+107.1% | $152,897+14.7% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 3.22% | 373.88%-370.7pp | 258.80%-255.6pp | 345.43%-342.2pp |
| Employer contribution / active EE | $4,644 | $3,303+40.6% | $2,653+75.0% | $4,764-2.5% |
| Participant deferral / active EE | $0 | $4,690-100.0% | $3,900-100.0% | $5,851-100.0% |
| Admin fee / account holder | $32,587 | $6,243+422.0% | $4,914+563.2% | $11,599+180.9% |