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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 | $234,348 | $81,696+186.9% | $70,494+232.4% | $158,982+47.4% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 1.65% | 208.70%-207.1pp | 109.16%-107.5pp | 302.99%-301.3pp |
| Employer contribution / active EE | $9,432 | $3,220+192.9% | $2,738+244.5% | $4,763+98.0% |
| Participant deferral / active EE | $0 | $4,558-100.0% | $3,711-100.0% | $5,983-100.0% |
| Admin fee / account holder | $8,640 | $6,200+39.4% | $3,848+124.5% | $11,252-23.2% |