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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 | $127,901 | $152,612-16.2% | $125,192+2.2% | $152,897-16.3% |
| Participation rate | 80.0% | 83.3%-3.3pp | 79.8%+0.2pp | 82.5%-2.5pp |
| Annual return | 1.48% | 54.85%-53.4pp | 43.79%-42.3pp | 345.43%-343.9pp |
| Employer contribution / active EE | $9,790 | $4,947+97.9% | $3,866+153.2% | $4,764+105.5% |
| Participant deferral / active EE | $0 | $5,868-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $215,543 | $13,437+1504.1% | $9,704+2121.2% | $11,599+1758.2% |