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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 | $237,753 | $88,710+168.0% | $81,783+190.7% | $145,959+62.9% |
| Participation rate | 92.9% | 75.0%+17.8pp | 72.4%+20.5pp | 80.3%+12.6pp |
| Annual return | 8.03% | 1027.26%-1019.2pp | 775.05%-767.0pp | 561.95%-553.9pp |
| Employer contribution / active EE | $32,143 | $3,083+942.5% | $2,913+1003.6% | $4,661+589.6% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,320-100.0% | $6,689-100.0% |
| Admin fee / account holder | $21,426 | $8,407+154.9% | $7,380+190.3% | $13,398+59.9% |