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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 | $156,066 | $104,953+48.7% | $84,637+84.4% | $152,909+2.1% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 5.92% | 373.94%-368.0pp | 258.82%-252.9pp | 345.46%-339.5pp |
| Employer contribution / active EE | $21,893 | $3,304+562.7% | $2,653+725.1% | $4,764+359.6% |
| Participant deferral / active EE | $0 | $4,691-100.0% | $3,900-100.0% | $5,851-100.0% |
| Admin fee / account holder | $3,630 | $6,244-41.9% | $4,914-26.1% | $11,601-68.7% |