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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 | $215,020 | $111,535+92.8% | $105,223+104.3% | $137,256+56.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 6.33% | 237.85%-231.5pp | 180.65%-174.3pp | 220.34%-214.0pp |
| Employer contribution / active EE | $24,000 | $3,939+509.2% | $3,689+550.7% | $4,156+477.5% |
| Participant deferral / active EE | $0 | $5,500-100.0% | $5,072-100.0% | $6,407-100.0% |
| Admin fee / account holder | $2,560 | $9,721-73.7% | $8,859-71.1% | $12,270-79.1% |