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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 | $225,723 | $144,124+56.6% | $117,857+91.5% | $147,585+52.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 6.40% | 531.17%-524.8pp | 335.09%-328.7pp | 578.57%-572.2pp |
| Employer contribution / active EE | $6,250 | $4,897+27.6% | $3,786+65.1% | $4,876+28.2% |
| Participant deferral / active EE | $0 | $5,316-100.0% | $4,482-100.0% | $5,439-100.0% |
| Admin fee / account holder | $5,478 | $10,886-49.7% | $8,020-31.7% | $10,885-49.7% |