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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 | $56,431+253.6% | $130,788+52.6% | $87,485+128.1% |
| Participation rate | 100.0% | 58.9%+41.1pp | 70.1%+29.9pp | 68.9%+31.1pp |
| Annual return | 1.34% | 91.27%-89.9pp | 386.44%-385.1pp | 26.06%-24.7pp |
| Employer contribution / active EE | $7,576 | $1,549+389.1% | $3,558+112.9% | $2,596+191.8% |
| Participant deferral / active EE | $0 | $2,749-100.0% | $4,137-100.0% | $4,274-100.0% |
| Admin fee / account holder | $2,641 | $4,433-40.4% | $6,673-60.4% | $7,775-66.0% |