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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 | $173,263 | $73,546+135.6% | $63,018+174.9% | $147,586+17.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 8.38% | 175.56%-167.2pp | 87.62%-79.2pp | 578.59%-570.2pp |
| Employer contribution / active EE | $10,674 | $3,324+221.1% | $2,761+286.7% | $4,876+118.9% |
| Participant deferral / active EE | $0 | $4,185-100.0% | $3,330-100.0% | $5,439-100.0% |
| Admin fee / account holder | $157,233 | $5,956+2540.0% | $3,601+4266.7% | $10,886+1344.4% |