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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 | $25,655 | $114,130-77.5% | $96,192-73.3% | $167,553-84.7% |
| Participation rate | 92.3% | 75.1%+17.2pp | 68.4%+23.9pp | 82.1%+10.2pp |
| Annual return | 6.94% | 190.07%-183.1pp | 192.09%-185.1pp | 478.89%-472.0pp |
| Employer contribution / active EE | $6,237 | $3,431+81.8% | $2,799+122.8% | $4,840+28.9% |
| Participant deferral / active EE | $0 | $5,198-100.0% | $4,351-100.0% | $6,343-100.0% |
| Admin fee / account holder | $7,433 | $6,901+7.7% | $5,539+34.2% | $12,316-39.6% |