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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 | $129,315 | $96,678+33.8% | $86,640+49.3% | $139,466-7.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 10.70% | 106.69%-96.0pp | 592.52%-581.8pp | 373.66%-363.0pp |
| Employer contribution / active EE | $8,154 | $3,265+149.7% | $3,024+169.6% | $4,754+71.5% |
| Participant deferral / active EE | $413 | $4,837-91.5% | $4,438-90.7% | $6,712-93.9% |
| Admin fee / account holder | $1,515 | $6,410-76.4% | $5,616-73.0% | $11,409-86.7% |