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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 | $241,944 | $150,435+60.8% | $120,580+100.6% | $145,897+65.8% |
| Participation rate | 100.0% | 78.8%+21.2pp | 72.0%+28.0pp | 80.3%+19.7pp |
| Annual return | 7.89% | 154.60%-146.7pp | 107.48%-99.6pp | 552.29%-544.4pp |
| Employer contribution / active EE | $6,667 | $4,352+53.2% | $3,469+92.2% | $4,663+43.0% |
| Participant deferral / active EE | $0 | $6,174-100.0% | $4,995-100.0% | $6,689-100.0% |
| Admin fee / account holder | $7,935 | $12,182-34.9% | $9,418-15.8% | $13,390-40.7% |