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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 | $113,623 | $73,546+54.5% | $63,018+80.3% | $147,586-23.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 4.06% | 175.56%-171.5pp | 87.62%-83.6pp | 578.59%-574.5pp |
| Employer contribution / active EE | $26,731 | $3,324+704.2% | $2,761+868.3% | $4,876+448.2% |
| Participant deferral / active EE | $0 | $4,185-100.0% | $3,330-100.0% | $5,439-100.0% |
| Admin fee / account holder | $197,839 | $5,956+3221.8% | $3,601+5394.4% | $10,886+1717.4% |