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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 | $133,942 | $111,785+19.8% | $93,669+43.0% | $145,877-8.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 1.97% | 203.79%-201.8pp | 133.59%-131.6pp | 551.28%-549.3pp |
| Employer contribution / active EE | $16,471 | $3,096+432.0% | $2,424+579.6% | $4,663+253.2% |
| Participant deferral / active EE | $0 | $4,919-100.0% | $4,416-100.0% | $6,691-100.0% |
| Admin fee / account holder | $11,362 | $10,256+10.8% | $8,291+37.0% | $13,402-15.2% |