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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 | $107,433 | $106,008+1.3% | $92,240+16.5% | $147,586-27.2% |
| Participation rate | 90.9% | 80.4%+10.5pp | 76.5%+14.4pp | 82.8%+8.1pp |
| Annual return | 6.35% | 50.05%-43.7pp | 176.29%-169.9pp | 578.59%-572.2pp |
| Employer contribution / active EE | $15,830 | $4,333+265.3% | $3,680+330.2% | $4,876+224.6% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $6,897 | $6,333+8.9% | $5,194+32.8% | $10,886-36.6% |