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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 | $212,386-77.2% | $199,883-75.7% | $138,895-65.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 7.46% | 47.75%-40.3pp | 43.81%-36.3pp | 145.39%-137.9pp |
| Employer contribution / active EE | $13,765 | $6,625+107.8% | $6,261+119.8% | $4,194+228.2% |
| Participant deferral / active EE | $0 | $9,617-100.0% | $9,138-100.0% | $6,396-100.0% |
| Admin fee / account holder | $140,134 | $18,233+668.6% | $17,268+711.5% | $12,562+1015.5% |