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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 | $225,739 | $112,131+101.3% | $95,964+135.2% | $158,982+42.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 3.92% | 171.19%-167.3pp | 91.64%-87.7pp | 302.99%-299.1pp |
| Employer contribution / active EE | $7,916 | $3,199+147.4% | $2,541+211.5% | $4,763+66.2% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,575 | $10,136-74.6% | $6,797-62.1% | $11,252-77.1% |