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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 | $178,303 | $150,346+18.6% | $120,524+47.9% | $145,877+22.2% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 8.18% | 154.40%-146.2pp | 107.36%-99.2pp | 551.28%-543.1pp |
| Employer contribution / active EE | $31,470 | $4,353+622.9% | $3,469+807.2% | $4,663+574.9% |
| Participant deferral / active EE | $0 | $6,172-100.0% | $4,994-100.0% | $6,691-100.0% |
| Admin fee / account holder | $824 | $12,215-93.3% | $9,440-91.3% | $13,402-93.9% |