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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 | $180,611 | $99,875+80.8% | $146,866+23.0% | $86,983+107.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 13.49% | 28.10%-14.6pp | 102.85%-89.4pp | 25.83%-12.3pp |
| Employer contribution / active EE | $11,161 | $3,224+246.1% | $4,425+152.2% | $2,584+331.8% |
| Participant deferral / active EE | $0 | $6,322-100.0% | $7,759-100.0% | $4,194-100.0% |
| Admin fee / account holder | $2,470 | $7,838-68.5% | $13,620-81.9% | $7,856-68.6% |