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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 | $159,619 | $106,008+50.6% | $92,240+73.0% | $147,586+8.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 0.75% | 50.05%-49.3pp | 176.29%-175.5pp | 578.59%-577.8pp |
| Employer contribution / active EE | $10,000 | $4,333+130.8% | $3,680+171.8% | $4,876+105.1% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $4,939 | $6,333-22.0% | $5,194-4.9% | $10,886-54.6% |