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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 | $114,119+58.0% | $107,187+68.2% | $138,895+29.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | -3.55% | 273.21%-276.8pp | 204.55%-208.1pp | 145.39%-148.9pp |
| Employer contribution / active EE | $1,145 | $4,059-71.8% | $3,782-69.7% | $4,194-72.7% |
| Participant deferral / active EE | $328 | $5,538-94.1% | $5,096-93.6% | $6,396-94.9% |
| Admin fee / account holder | $765 | $10,024-92.4% | $9,162-91.6% | $12,562-93.9% |