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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 | $169,252 | $105,200+60.9% | $159,474+6.1% | $85,847+97.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 11.20% | 45.08%-33.9pp | 263.68%-252.5pp | 318.61%-307.4pp |
| Employer contribution / active EE | $14,093 | $3,319+324.6% | $4,831+191.7% | $2,565+449.3% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,353-100.0% | $3,952-100.0% |
| Admin fee / account holder | $66,136 | $6,934+853.7% | $10,802+512.2% | $6,261+956.4% |