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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 | $113,085 | $69,274+63.2% | $64,097+76.4% | $139,487-18.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 4.90% | 46.00%-41.1pp | 33.75%-28.8pp | 373.84%-368.9pp |
| Employer contribution / active EE | $20,552 | $3,187+544.8% | $2,750+647.3% | $4,755+332.2% |
| Participant deferral / active EE | $0 | $4,685-100.0% | $3,881-100.0% | $6,713-100.0% |
| Admin fee / account holder | $818 | $4,247-80.7% | $3,070-73.4% | $11,407-92.8% |