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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 | $215,558 | $96,691+122.9% | $86,656+148.8% | $139,487+54.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 8.11% | 106.87%-98.8pp | 593.09%-585.0pp | 373.84%-365.7pp |
| Employer contribution / active EE | $21,068 | $3,267+544.9% | $3,025+596.3% | $4,755+343.1% |
| Participant deferral / active EE | $0 | $4,838-100.0% | $4,439-100.0% | $6,713-100.0% |
| Admin fee / account holder | $10,295 | $6,414+60.5% | $5,619+83.2% | $11,407-9.8% |