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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 | $238,221 | $129,737+83.6% | $119,126+100.0% | $154,746+53.9% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 9.69% | 379.08%-369.4pp | 282.11%-272.4pp | 172.34%-162.6pp |
| Employer contribution / active EE | $30,725 | $4,375+602.3% | $4,034+661.7% | $4,379+601.6% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $58,300 | $11,961+387.4% | $10,693+445.2% | $14,365+305.8% |