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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 | $142,611 | $57,330+148.8% | $86,656+64.6% | $75,177+89.7% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 12.18% | 2675.40%-2663.2pp | 593.09%-580.9pp | 160.75%-148.6pp |
| Employer contribution / active EE | $13,981 | $2,316+503.6% | $3,025+362.1% | $2,671+423.4% |
| Participant deferral / active EE | $0 | $3,320-100.0% | $4,439-100.0% | $4,126-100.0% |
| Admin fee / account holder | $12,280 | $4,115+198.4% | $5,619+118.6% | $5,651+117.3% |