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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 | $132,562 | $102,382+29.5% | $147,005-9.8% | $80,874+63.9% |
| Participation rate | 98.9% | 75.8%+23.1pp | 82.2%+16.8pp | 67.6%+31.3pp |
| Annual return | 8.69% | 134.89%-126.2pp | 418.76%-410.1pp | 35.62%-26.9pp |
| Employer contribution / active EE | $7,305 | $3,715+96.6% | $4,934+48.1% | $2,756+165.1% |
| Participant deferral / active EE | $0 | $6,646-100.0% | $8,070-100.0% | $4,297-100.0% |
| Admin fee / account holder | $9,165 | $7,942+15.4% | $13,006-29.5% | $6,935+32.2% |