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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 | $137,431 | $107,341+28.0% | $92,897+47.9% | $152,870-10.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 3.14% | 145.59%-142.5pp | 109.42%-106.3pp | 345.34%-342.2pp |
| Employer contribution / active EE | $7,143 | $4,221+69.2% | $3,653+95.5% | $4,763+50.0% |
| Participant deferral / active EE | $0 | $4,847-100.0% | $4,238-100.0% | $5,850-100.0% |
| Admin fee / account holder | $1,925 | $7,080-72.8% | $5,794-66.8% | $11,597-83.4% |