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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 | $140,943 | $94,439+49.2% | $73,658+91.3% | $154,746-8.9% |
| Participation rate | 100.0% | 64.7%+35.3pp | 57.0%+43.0pp | 80.7%+19.3pp |
| Annual return | -0.25% | 28.25%-28.5pp | 29.72%-30.0pp | 172.34%-172.6pp |
| Employer contribution / active EE | $51,511 | $1,257+3997.0% | $1,032+4889.7% | $4,379+1076.3% |
| Participant deferral / active EE | $0 | $2,527-100.0% | $2,062-100.0% | $6,730-100.0% |
| Admin fee / account holder | $1,352 | $3,843-64.8% | $3,357-59.7% | $14,365-90.6% |