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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 | $88,778+167.8% | $81,844+190.5% | $145,884+63.0% |
| Participation rate | 92.9% | 75.1%+17.8pp | 72.4%+20.5pp | 80.3%+12.6pp |
| Annual return | 8.03% | 1033.03%-1025.0pp | 778.87%-770.8pp | 551.85%-543.8pp |
| Employer contribution / active EE | $32,143 | $3,087+941.2% | $2,916+1002.1% | $4,662+589.4% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,690-100.0% |
| Admin fee / account holder | $21,426 | $8,430+154.2% | $7,355+191.3% | $13,392+60.0% |