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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 | $102,419 | $57,305+78.7% | $86,640+18.2% | $75,173+36.2% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 13.13% | 2674.24%-2661.1pp | 592.52%-579.4pp | 160.72%-147.6pp |
| Employer contribution / active EE | $13,036 | $2,316+462.8% | $3,024+331.0% | $2,671+388.1% |
| Participant deferral / active EE | $0 | $3,320-100.0% | $4,438-100.0% | $4,126-100.0% |
| Admin fee / account holder | $5,655 | $4,116+37.4% | $5,616+0.7% | $5,651+0.1% |