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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 | $166,833 | $106,918+56.0% | $84,021+98.6% | $152,897+9.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 1.82% | 105.01%-103.2pp | 71.32%-69.5pp | 345.43%-343.6pp |
| Employer contribution / active EE | $20,000 | $2,735+631.2% | $1,984+908.2% | $4,764+319.9% |
| Participant deferral / active EE | $0 | $4,012-100.0% | $3,239-100.0% | $5,851-100.0% |
| Admin fee / account holder | $9,753 | $8,288+17.7% | $6,102+59.8% | $11,599-15.9% |