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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 | $142,052 | $107,368+32.3% | $92,915+52.9% | $152,909-7.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 10.36% | 145.64%-135.3pp | 109.45%-99.1pp | 345.46%-335.1pp |
| Employer contribution / active EE | $2,830 | $4,222-33.0% | $3,653-22.5% | $4,764-40.6% |
| Participant deferral / active EE | $29 | $4,848-99.4% | $4,238-99.3% | $5,851-99.5% |
| Admin fee / account holder | $16,969 | $7,082+139.6% | $5,796+192.8% | $11,601+46.3% |