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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 | $221,983 | $111,535+99.0% | $105,223+111.0% | $137,256+61.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 4.77% | 237.85%-233.1pp | 180.65%-175.9pp | 220.34%-215.6pp |
| Employer contribution / active EE | $16,852 | $3,939+327.8% | $3,689+356.9% | $4,156+305.5% |
| Participant deferral / active EE | $1,138 | $5,500-79.3% | $5,072-77.6% | $6,407-82.2% |
| Admin fee / account holder | $1,000 | $9,721-89.7% | $8,859-88.7% | $12,270-91.9% |