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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 | $131,841 | $107,368+22.8% | $92,915+41.9% | $152,909-13.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 9.91% | 145.64%-135.7pp | 109.45%-99.5pp | 345.46%-335.6pp |
| Employer contribution / active EE | $2,778 | $4,222-34.2% | $3,653-24.0% | $4,764-41.7% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,646 | $7,082-62.6% | $5,796-54.3% | $11,601-77.2% |