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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 | $114,581 | $76,368+50.0% | $67,681+69.3% | $154,746-26.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 8.78% | 1066.77%-1058.0pp | 590.58%-581.8pp | 172.34%-163.6pp |
| Employer contribution / active EE | $13,352 | $3,151+323.7% | $2,678+398.5% | $4,379+204.9% |
| Participant deferral / active EE | $0 | $4,824-100.0% | $3,976-100.0% | $6,730-100.0% |
| Admin fee / account holder | $73,975 | $8,559+764.2% | $6,100+1112.8% | $14,365+415.0% |