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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 | $150,077 | $175,231-14.4% | $149,696+0.3% | $139,466+7.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 4.52% | 166.77%-162.3pp | 134.46%-129.9pp | 373.66%-369.1pp |
| Employer contribution / active EE | $8,333 | $5,478+52.1% | $4,821+72.9% | $4,754+75.3% |
| Participant deferral / active EE | $1,000 | $6,521-84.7% | $5,682-82.4% | $6,712-85.1% |
| Admin fee / account holder | $753 | $16,155-95.3% | $13,212-94.3% | $11,409-93.4% |