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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 | $227,129 | $111,535+103.6% | $105,223+115.9% | $137,256+65.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 3.86% | 237.85%-234.0pp | 180.65%-176.8pp | 220.34%-216.5pp |
| Employer contribution / active EE | $11,750 | $3,939+198.3% | $3,689+218.6% | $4,156+182.7% |
| Participant deferral / active EE | $0 | $5,500-100.0% | $5,072-100.0% | $6,407-100.0% |
| Admin fee / account holder | $6,407 | $9,721-34.1% | $8,859-27.7% | $12,270-47.8% |