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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 | $104,907+48.8% | $84,610+84.5% | $152,870+2.1% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 5.92% | 373.79%-367.9pp | 258.74%-252.8pp | 345.34%-339.4pp |
| Employer contribution / active EE | $21,893 | $3,301+563.1% | $2,652+725.5% | $4,763+359.7% |
| Participant deferral / active EE | $0 | $4,688-100.0% | $3,899-100.0% | $5,850-100.0% |
| Admin fee / account holder | $3,630 | $6,241-41.8% | $4,912-26.1% | $11,597-68.7% |