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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 | $93,766 | $96,678-3.0% | $86,640+8.2% | $139,466-32.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 10.33% | 106.69%-96.4pp | 592.52%-582.2pp | 373.66%-363.3pp |
| Employer contribution / active EE | $3,062 | $3,265-6.2% | $3,024+1.3% | $4,754-35.6% |
| Participant deferral / active EE | $0 | $4,837-100.0% | $4,438-100.0% | $6,712-100.0% |
| Admin fee / account holder | $574 | $6,410-91.0% | $5,616-89.8% | $11,409-95.0% |