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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 | $131,626 | $106,918+23.1% | $84,021+56.7% | $152,897-13.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 3.77% | 105.01%-101.2pp | 71.32%-67.5pp | 345.43%-341.7pp |
| Employer contribution / active EE | $8,586 | $2,735+213.9% | $1,984+332.8% | $4,764+80.2% |
| Participant deferral / active EE | $0 | $4,012-100.0% | $3,239-100.0% | $5,851-100.0% |
| Admin fee / account holder | $399 | $8,288-95.2% | $6,102-93.5% | $11,599-96.6% |