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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 | $145,224 | $111,535+30.2% | $105,223+38.0% | $137,256+5.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 5.97% | 237.85%-231.9pp | 180.65%-174.7pp | 220.34%-214.4pp |
| Employer contribution / active EE | $18,301 | $3,939+364.6% | $3,689+396.2% | $4,156+340.3% |
| Participant deferral / active EE | $446 | $5,500-91.9% | $5,072-91.2% | $6,407-93.0% |
| Admin fee / account holder | $119,167 | $9,721+1125.8% | $8,859+1245.2% | $12,270+871.2% |