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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 | $37,182 | $106,001-64.9% | $92,235-59.7% | $147,585-74.8% |
| Participation rate | 88.9% | 80.4%+8.5pp | 76.5%+12.4pp | 82.8%+6.1pp |
| Annual return | 7.74% | 50.05%-42.3pp | 176.28%-168.5pp | 578.56%-570.8pp |
| Employer contribution / active EE | $13,853 | $4,333+219.7% | $3,679+276.5% | $4,876+184.1% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $44,310 | $6,332+599.7% | $5,194+753.2% | $10,885+307.1% |