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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 | $144,505 | $102,696+40.7% | $86,235+67.6% | $139,487+3.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 2.64% | 1925.91%-1923.3pp | 1170.03%-1167.4pp | 373.84%-371.2pp |
| Employer contribution / active EE | $2,140 | $3,034-29.5% | $2,381-10.1% | $4,755-55.0% |
| Participant deferral / active EE | $341 | $4,679-92.7% | $3,987-91.5% | $6,713-94.9% |
| Admin fee / account holder | $3,571 | $8,667-58.8% | $6,856-47.9% | $11,407-68.7% |