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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 | $102,429+52.9% | $147,096+6.5% | $80,925+93.5% |
| Participation rate | 98.0% | 75.9%+22.2pp | 82.2%+15.9pp | 67.7%+30.4pp |
| Annual return | 4.63% | 135.02%-130.4pp | 419.75%-415.1pp | 35.65%-31.0pp |
| Employer contribution / active EE | $24,811 | $3,716+567.8% | $4,936+402.7% | $2,756+800.2% |
| Participant deferral / active EE | $0 | $6,649-100.0% | $8,071-100.0% | $4,299-100.0% |
| Admin fee / account holder | $18,778 | $7,957+136.0% | $13,005+44.4% | $6,940+170.6% |