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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 | $90,281 | $106,008-14.8% | $92,240-2.1% | $147,586-38.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 8.03% | 50.05%-42.0pp | 176.29%-168.3pp | 578.59%-570.6pp |
| Employer contribution / active EE | $9,657 | $4,333+122.8% | $3,680+162.4% | $4,876+98.0% |
| Participant deferral / active EE | $427 | $4,478-90.5% | $3,897-89.1% | $5,439-92.2% |
| Admin fee / account holder | $30,070 | $6,333+374.8% | $5,194+478.9% | $10,886+176.2% |