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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 | $159,003 | $89,370+77.9% | $141,197+12.6% | $72,976+117.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 5.19% | 111.88%-106.7pp | 71.41%-66.2pp | 81.02%-75.8pp |
| Employer contribution / active EE | $13,750 | $3,115+341.4% | $4,736+190.3% | $2,440+463.5% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $10,118 | $5,957+69.9% | $10,265-1.4% | $5,124+97.5% |