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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 | $123,915 | $111,814+10.8% | $93,654+32.3% | $145,959-15.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 3.90% | 203.30%-199.4pp | 133.34%-129.4pp | 561.95%-558.1pp |
| Employer contribution / active EE | $2,688 | $3,092-13.0% | $2,421+11.1% | $4,661-42.3% |
| Participant deferral / active EE | $832 | $4,914-83.1% | $4,413-81.1% | $6,689-87.6% |
| Admin fee / account holder | $110,384 | $10,246+977.3% | $8,282+1232.8% | $13,398+723.9% |