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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 | $188,511 | $144,130+30.8% | $117,861+59.9% | $147,586+27.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 2.43% | 531.20%-528.8pp | 335.11%-332.7pp | 578.59%-576.2pp |
| Employer contribution / active EE | $12,904 | $4,897+163.5% | $3,786+240.8% | $4,876+164.6% |
| Participant deferral / active EE | $0 | $5,316-100.0% | $4,482-100.0% | $5,439-100.0% |
| Admin fee / account holder | $22,989 | $10,887+111.2% | $8,021+186.6% | $10,886+111.2% |