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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 | $144,167 | $72,071+100.0% | $68,368+110.9% | $137,256+5.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 12.20% | 353.14%-340.9pp | 292.57%-280.4pp | 220.34%-208.1pp |
| Employer contribution / active EE | $17,667 | $2,788+533.7% | $2,649+567.0% | $4,156+325.1% |
| Participant deferral / active EE | $0 | $4,410-100.0% | $4,123-100.0% | $6,407-100.0% |
| Admin fee / account holder | $3,817 | $5,336-28.5% | $5,150-25.9% | $12,270-68.9% |