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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 | $130,244 | $107,368+21.3% | $92,915+40.2% | $152,909-14.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 1.08% | 145.64%-144.6pp | 109.45%-108.4pp | 345.46%-344.4pp |
| Employer contribution / active EE | $4,762 | $4,222+12.8% | $3,653+30.3% | $4,7640% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $21,836 | $7,082+208.3% | $5,796+276.8% | $11,601+88.2% |