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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 | $153,805 | $150,207+2.4% | $120,380+27.8% | $145,978+5.4% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 4.87% | 154.28%-149.4pp | 107.28%-102.4pp | 550.52%-545.6pp |
| Employer contribution / active EE | $2,383 | $4,351-45.2% | $3,465-31.2% | $4,662-48.9% |
| Participant deferral / active EE | $0 | $6,175-100.0% | $4,992-100.0% | $6,690-100.0% |
| Admin fee / account holder | $76,927 | $12,203+530.4% | $9,421+716.6% | $13,400+474.1% |