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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 | $179,862 | $88,672+102.8% | $105,223+70.9% | $82,448+118.2% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 7.67% | 30.86%-23.2pp | 180.65%-173.0pp | 41.64%-34.0pp |
| Employer contribution / active EE | $10,173 | $3,048+233.8% | $3,689+175.8% | $2,551+298.8% |
| Participant deferral / active EE | $307 | $4,036-92.4% | $5,072-93.9% | $4,139-92.6% |
| Admin fee / account holder | $13,620 | $7,146+90.6% | $8,859+53.8% | $7,234+88.3% |