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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 | $248,555 | $85,766+189.8% | $136,298+82.4% | $70,126+254.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 10.68% | 31.46%-20.8pp | 5156.27%-5145.6pp | 73.15%-62.5pp |
| Employer contribution / active EE | $6,128 | $2,966+106.6% | $4,696+30.5% | $2,343+161.6% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $11,172 | $5,421+106.1% | $9,244+20.9% | $4,645+140.5% |