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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 | $157,685 | $96,691+63.1% | $86,656+82.0% | $139,487+13.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 5.01% | 106.87%-101.9pp | 593.09%-588.1pp | 373.84%-368.8pp |
| Employer contribution / active EE | $14,580 | $3,267+346.3% | $3,025+381.9% | $4,755+206.6% |
| Participant deferral / active EE | $600 | $4,838-87.6% | $4,439-86.5% | $6,713-91.1% |
| Admin fee / account holder | $95,048 | $6,414+1381.8% | $5,619+1591.7% | $11,407+733.2% |