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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 | $97,115 | $99,652-2.5% | $78,778+23.3% | $147,586-34.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 4.59% | 47.28%-42.7pp | 35.62%-31.0pp | 578.59%-574.0pp |
| Employer contribution / active EE | $3,693 | $2,796+32.1% | $1,986+86.0% | $4,876-24.3% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $2,958-100.0% | $5,439-100.0% |
| Admin fee / account holder | $39,500 | $7,155+452.0% | $5,134+669.4% | $10,886+262.9% |