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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 | $131,363 | $69,274+89.6% | $64,097+104.9% | $139,487-5.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 1.79% | 46.00%-44.2pp | 33.75%-32.0pp | 373.84%-372.1pp |
| Employer contribution / active EE | $11,242 | $3,187+252.7% | $2,750+308.8% | $4,755+136.4% |
| Participant deferral / active EE | $94 | $4,685-98.0% | $3,881-97.6% | $6,713-98.6% |
| Admin fee / account holder | $107,235 | $4,247+2425.2% | $3,070+3393.4% | $11,407+840.0% |