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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 | $81,632+187.1% | $70,455+232.6% | $158,931+47.5% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 1.65% | 208.48%-206.8pp | 109.06%-107.4pp | 302.86%-301.2pp |
| Employer contribution / active EE | $9,432 | $3,217+193.2% | $2,737+244.6% | $4,761+98.1% |
| Participant deferral / active EE | $0 | $4,554-100.0% | $3,709-100.0% | $5,982-100.0% |
| Admin fee / account holder | $8,640 | $6,193+39.5% | $3,845+124.7% | $11,247-23.2% |