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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 | $199,536 | $52,353+281.1% | $120,225+66.0% | $82,448+142.0% |
| Participation rate | 100.0% | 58.3%+41.7pp | 69.6%+30.4pp | 68.1%+31.9pp |
| Annual return | 1.34% | 61.85%-60.5pp | 439.23%-437.9pp | 41.64%-40.3pp |
| Employer contribution / active EE | $7,576 | $1,510+401.7% | $3,475+118.0% | $2,551+197.0% |
| Participant deferral / active EE | $0 | $2,627-100.0% | $3,999-100.0% | $4,139-100.0% |
| Admin fee / account holder | $2,641 | $4,363-39.5% | $5,696-53.6% | $7,234-63.5% |