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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 | $96,310 | $197,625-51.3% | $177,840-45.8% | $158,966-39.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 5.95% | 58.76%-52.8pp | 48.32%-42.4pp | 302.95%-297.0pp |
| Employer contribution / active EE | $11,529 | $6,698+72.1% | $5,919+94.8% | $4,762+142.1% |
| Participant deferral / active EE | $0 | $8,405-100.0% | $7,714-100.0% | $5,983-100.0% |
| Admin fee / account holder | $834,788 | $15,405+5318.9% | $12,431+6615.5% | $11,250+7320.4% |