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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 | $102,422+29.4% | $147,117-9.9% | $80,959+63.7% |
| Participation rate | 98.9% | 75.9%+23.1pp | 82.2%+16.8pp | 67.7%+31.3pp |
| Annual return | 8.69% | 135.16%-126.5pp | 420.54%-411.9pp | 35.67%-27.0pp |
| Employer contribution / active EE | $7,305 | $3,717+96.5% | $4,932+48.1% | $2,757+165.0% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $9,165 | $7,953+15.2% | $12,993-29.5% | $6,925+32.3% |