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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 | $148,528 | $99,652+49.0% | $78,778+88.5% | $147,586+0.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 0.80% | 47.28%-46.5pp | 35.62%-34.8pp | 578.59%-577.8pp |
| Employer contribution / active EE | $1,747 | $2,796-37.5% | $1,986-12.0% | $4,876-64.2% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $2,958-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,757 | $7,155-75.4% | $5,134-65.8% | $10,886-83.9% |