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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 | $156,605 | $102,382+53.0% | $147,005+6.5% | $80,874+93.6% |
| Participation rate | 98.0% | 75.8%+22.2pp | 82.2%+15.9pp | 67.6%+30.4pp |
| Annual return | 4.63% | 134.89%-130.3pp | 418.76%-414.1pp | 35.62%-31.0pp |
| Employer contribution / active EE | $24,811 | $3,715+567.9% | $4,934+402.8% | $2,756+800.4% |
| Participant deferral / active EE | $0 | $6,646-100.0% | $8,070-100.0% | $4,297-100.0% |
| Admin fee / account holder | $18,778 | $7,942+136.4% | $13,006+44.4% | $6,935+170.8% |