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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 | $123,906 | $114,093+8.6% | $96,171+28.8% | $167,536-26.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 7.03% | 190.00%-183.0pp | 192.04%-185.0pp | 478.82%-471.8pp |
| Employer contribution / active EE | $30,822 | $3,429+798.7% | $2,799+1001.2% | $4,839+536.9% |
| Participant deferral / active EE | $0 | $5,197-100.0% | $4,350-100.0% | $6,342-100.0% |
| Admin fee / account holder | $881 | $6,899-87.2% | $5,538-84.1% | $12,315-92.8% |