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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 | $150,228 | $107,368+39.9% | $92,915+61.7% | $152,909-1.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 10.20% | 145.64%-135.4pp | 109.45%-99.3pp | 345.46%-335.3pp |
| Employer contribution / active EE | $20,957 | $4,222+396.3% | $3,653+473.6% | $4,764+339.9% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $607 | $7,082-91.4% | $5,796-89.5% | $11,601-94.8% |