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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 | $163,885 | $112,121+46.2% | $95,960+70.8% | $158,966+3.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 4.14% | 171.16%-167.0pp | 91.63%-87.5pp | 302.95%-298.8pp |
| Employer contribution / active EE | $859 | $3,199-73.1% | $2,541-66.2% | $4,762-82.0% |
| Participant deferral / active EE | $72 | $4,784-98.5% | $4,167-98.3% | $5,983-98.8% |
| Admin fee / account holder | $10,821 | $10,135+6.8% | $6,797+59.2% | $11,250-3.8% |