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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 | $111,069 | $88,702+25.2% | $81,780+35.8% | $145,978-23.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 4.67% | 1029.12%-1024.5pp | 776.27%-771.6pp | 550.52%-545.9pp |
| Employer contribution / active EE | $10,314 | $3,084+234.4% | $2,914+254.0% | $4,662+121.2% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,321-100.0% | $6,690-100.0% |
| Admin fee / account holder | $202,017 | $8,414+2300.8% | $7,384+2635.9% | $13,400+1407.6% |