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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 | $152,799 | $107,368+42.3% | $92,915+64.5% | $152,909-0.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 4.12% | 145.64%-141.5pp | 109.45%-105.3pp | 345.46%-341.3pp |
| Employer contribution / active EE | $1,906 | $4,222-54.9% | $3,653-47.8% | $4,764-60.0% |
| Participant deferral / active EE | $1,276 | $4,848-73.7% | $4,238-69.9% | $5,851-78.2% |
| Admin fee / account holder | $3,954 | $7,082-44.2% | $5,796-31.8% | $11,601-65.9% |