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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 | $176,527 | $106,008+66.5% | $92,240+91.4% | $147,586+19.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 0.15% | 50.05%-49.9pp | 176.29%-176.1pp | 578.59%-578.4pp |
| Employer contribution / active EE | $2,500 | $4,333-42.3% | $3,680-32.1% | $4,876-48.7% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $5,156 | $6,333-18.6% | $5,194-0.7% | $10,886-52.6% |