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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 | $71,336 | $68,097+4.8% | $62,929+13.4% | $137,256-48.0% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | -0.46% | 1859.11%-1859.6pp | 1063.93%-1064.4pp | 220.34%-220.8pp |
| Employer contribution / active EE | $1,757 | $2,811-37.5% | $2,505-29.9% | $4,156-57.7% |
| Participant deferral / active EE | $500 | $4,553-89.0% | $3,888-87.2% | $6,407-92.2% |
| Admin fee / account holder | $3,140 | $6,521-51.9% | $5,065-38.0% | $12,270-74.4% |