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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 | $164,913 | $85,766+92.3% | $136,297+21.0% | $70,124+135.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 8.65% | 31.45%-22.8pp | 5156.19%-5147.5pp | 73.14%-64.5pp |
| Employer contribution / active EE | $8,841 | $2,966+198.1% | $4,696+88.3% | $2,342+277.4% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $767 | $5,420-85.8% | $9,244-91.7% | $4,645-83.5% |