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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 | $172,196 | $106,001+62.4% | $92,235+86.7% | $147,585+16.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 5.05% | 50.05%-45.0pp | 176.28%-171.2pp | 578.56%-573.5pp |
| Employer contribution / active EE | $27,470 | $4,333+533.9% | $3,679+646.6% | $4,876+463.3% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $228,204 | $6,332+3503.7% | $5,194+4293.8% | $10,885+1996.4% |