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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 | $88,754+167.9% | $81,820+190.6% | $145,877+63.0% |
| Participation rate | 92.9% | 75.1%+17.8pp | 72.4%+20.5pp | 80.3%+12.6pp |
| Annual return | 8.03% | 1031.77%-1023.7pp | 777.93%-769.9pp | 551.28%-543.3pp |
| Employer contribution / active EE | $32,143 | $3,085+941.8% | $2,915+1002.7% | $4,663+589.3% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,691-100.0% |
| Admin fee / account holder | $21,426 | $8,424+154.4% | $7,391+189.9% | $13,402+59.9% |