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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 | $96,914 | $106,905-9.3% | $84,020+15.3% | $152,885-36.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 2.73% | 105.00%-102.3pp | 71.31%-68.6pp | 345.39%-342.7pp |
| Employer contribution / active EE | $3,876 | $2,735+41.7% | $1,984+95.4% | $4,763-18.6% |
| Participant deferral / active EE | $0 | $4,012-100.0% | $3,239-100.0% | $5,851-100.0% |
| Admin fee / account holder | $3,330 | $8,287-59.8% | $6,101-45.4% | $11,598-71.3% |