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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 | $48,475 | $209,336-76.8% | $197,124-75.4% | $137,256-64.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 7.46% | 48.09%-40.6pp | 44.34%-36.9pp | 220.34%-212.9pp |
| Employer contribution / active EE | $13,765 | $6,591+108.9% | $6,227+121.0% | $4,156+231.2% |
| Participant deferral / active EE | $0 | $9,614-100.0% | $9,135-100.0% | $6,407-100.0% |
| Admin fee / account holder | $140,134 | $17,308+709.7% | $16,298+759.8% | $12,270+1042.1% |