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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 | $80,106 | $111,785-28.3% | $93,669-14.5% | $145,877-45.1% |
| Participation rate | 95.0% | 74.2%+20.8pp | 68.7%+26.3pp | 80.3%+14.7pp |
| Annual return | 7.63% | 203.79%-196.2pp | 133.59%-126.0pp | 551.28%-543.7pp |
| Employer contribution / active EE | $4,500 | $3,096+45.4% | $2,424+85.7% | $4,663-3.5% |
| Participant deferral / active EE | $0 | $4,919-100.0% | $4,416-100.0% | $6,691-100.0% |
| Admin fee / account holder | $44,368 | $10,256+332.6% | $8,291+435.1% | $13,402+231.0% |