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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 | $238,023 | $80,812+194.5% | $160,784+48.0% | $82,448+188.7% |
| Participation rate | 94.9% | 66.2%+28.6pp | 77.0%+17.9pp | 68.1%+26.8pp |
| Annual return | 10.58% | 100.59%-90.0pp | 1803.92%-1793.3pp | 41.64%-31.1pp |
| Employer contribution / active EE | $10,052 | $2,174+362.4% | $3,733+169.3% | $2,551+294.0% |
| Participant deferral / active EE | $0 | $4,335-100.0% | $6,293-100.0% | $4,139-100.0% |
| Admin fee / account holder | $67,871 | $7,695+782.0% | $9,717+598.5% | $7,234+838.2% |