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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 | $134,372 | $95,601+40.6% | $77,183+74.1% | $139,456-3.6% |
| Participation rate | 100.0% | 74.0%+26.0pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 4.67% | 54.96%-50.3pp | 37.89%-33.2pp | 373.45%-368.8pp |
| Employer contribution / active EE | $757 | $3,145-75.9% | $2,534-70.1% | $4,753-84.1% |
| Participant deferral / active EE | $544 | $4,623-88.2% | $3,833-85.8% | $6,711-91.9% |
| Admin fee / account holder | $6,119 | $8,302-26.3% | $5,475+11.8% | $11,407-46.4% |