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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 | $163,896 | $107,368+52.6% | $92,915+76.4% | $152,909+7.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 6.04% | 145.64%-139.6pp | 109.45%-103.4pp | 345.46%-339.4pp |
| Employer contribution / active EE | $1,870 | $4,222-55.7% | $3,653-48.8% | $4,764-60.7% |
| Participant deferral / active EE | $1,209 | $4,848-75.1% | $4,238-71.5% | $5,851-79.3% |
| Admin fee / account holder | $2,721 | $7,082-61.6% | $5,796-53.1% | $11,601-76.5% |