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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 | $180,338 | $111,535+61.7% | $105,223+71.4% | $137,256+31.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | -3.55% | 237.85%-241.4pp | 180.65%-184.2pp | 220.34%-223.9pp |
| Employer contribution / active EE | $1,145 | $3,939-70.9% | $3,689-69.0% | $4,156-72.5% |
| Participant deferral / active EE | $328 | $5,500-94.0% | $5,072-93.5% | $6,407-94.9% |
| Admin fee / account holder | $765 | $9,721-92.1% | $8,859-91.4% | $12,270-93.8% |