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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 | $116,084 | $91,536+26.8% | $130,062-10.7% | $75,177+54.4% |
| Participation rate | 98.0% | 71.5%+26.6pp | 78.5%+19.5pp | 67.2%+30.8pp |
| Annual return | 12.58% | -631.62%+644.2pp | -137.37%+150.0pp | 160.75%-148.2pp |
| Employer contribution / active EE | $4,750 | $2,845+67.0% | $4,322+9.9% | $2,671+77.8% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,821-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,190 | $6,780-52.9% | $10,601-69.9% | $5,651-43.6% |