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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 | $170,153 | $106,008+60.5% | $92,240+84.5% | $147,586+15.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 2.06% | 50.05%-48.0pp | 176.29%-174.2pp | 578.59%-576.5pp |
| Employer contribution / active EE | $1,907 | $4,333-56.0% | $3,680-48.2% | $4,876-60.9% |
| Participant deferral / active EE | $260 | $4,478-94.2% | $3,897-93.3% | $5,439-95.2% |
| Admin fee / account holder | $1,840 | $6,333-70.9% | $5,194-64.6% | $10,886-83.1% |