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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 | $134,817+33.8% | $123,973+45.5% | $155,188+16.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | -3.55% | 515.49%-519.0pp | 388.13%-391.7pp | 148.84%-152.4pp |
| Employer contribution / active EE | $1,145 | $4,425-74.1% | $4,126-72.3% | $4,248-73.1% |
| Participant deferral / active EE | $328 | $5,706-94.3% | $5,247-93.8% | $6,531-95.0% |
| Admin fee / account holder | $765 | $13,245-94.2% | $11,799-93.5% | $14,480-94.7% |