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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 | $177,074 | $102,393+72.9% | $147,041+20.4% | $80,911+118.9% |
| Participation rate | 98.1% | 75.9%+22.2pp | 82.2%+15.9pp | 67.6%+30.4pp |
| Annual return | 4.05% | 134.95%-130.9pp | 419.21%-415.2pp | 35.63%-31.6pp |
| Employer contribution / active EE | $26,923 | $3,715+624.7% | $4,935+445.6% | $2,756+877.0% |
| Participant deferral / active EE | $0 | $6,647-100.0% | $8,071-100.0% | $4,297-100.0% |
| Admin fee / account holder | $19,141 | $7,943+141.0% | $13,006+47.2% | $6,935+176.0% |