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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 | $122,415 | $78,707+55.5% | $117,861+3.9% | $70,126+74.6% |
| Participation rate | 98.0% | 73.2%+24.8pp | 79.7%+18.4pp | 69.5%+28.5pp |
| Annual return | 1.13% | 23.30%-22.2pp | 335.11%-334.0pp | 73.15%-72.0pp |
| Employer contribution / active EE | $989 | $2,223-55.5% | $3,786-73.9% | $2,343-57.8% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $379 | $5,066-92.5% | $8,021-95.3% | $4,645-91.8% |