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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 | $100,936 | $183,988-45.1% | $162,177-37.8% | $152,897-34.0% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.6%-4.2pp | 82.5%+0.9pp |
| Annual return | 3.04% | 150.79%-147.7pp | 115.60%-112.6pp | 345.43%-342.4pp |
| Employer contribution / active EE | $8,333 | $6,370+30.8% | $5,613+48.5% | $4,764+74.9% |
| Participant deferral / active EE | $0 | $8,032-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,728 | $13,123-86.8% | $10,843-84.1% | $11,599-85.1% |