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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 | $102,259 | $106,008-3.5% | $92,240+10.9% | $147,586-30.7% |
| Participation rate | 85.7% | 80.4%+5.3pp | 76.5%+9.2pp | 82.8%+2.9pp |
| Annual return | 9.15% | 50.05%-40.9pp | 176.29%-167.1pp | 578.59%-569.4pp |
| Employer contribution / active EE | $7,269 | $4,333+67.7% | $3,680+97.5% | $4,876+49.1% |
| Participant deferral / active EE | $967 | $4,478-78.4% | $3,897-75.2% | $5,439-82.2% |
| Admin fee / account holder | $36,564 | $6,333+477.4% | $5,194+604.0% | $10,886+235.9% |