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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 | $128,925 | $106,005+21.6% | $92,239+39.8% | $147,585-12.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 4.09% | 50.05%-46.0pp | 176.29%-172.2pp | 578.58%-574.5pp |
| Employer contribution / active EE | $5,992 | $4,333+38.3% | $3,680+62.8% | $4,876+22.9% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $330,427 | $6,333+5117.7% | $5,194+6261.7% | $10,886+2935.5% |