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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 | $84,746 | $67,823+25.0% | $52,425+61.7% | $137,256-38.3% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 6.36% | 219.11%-212.7pp | 302.12%-295.8pp | 220.34%-214.0pp |
| Employer contribution / active EE | $13,075 | $1,163+1024.3% | $914+1330.2% | $4,156+214.6% |
| Participant deferral / active EE | $0 | $2,288-100.0% | $1,790-100.0% | $6,407-100.0% |
| Admin fee / account holder | $598 | $2,844-79.0% | $2,495-76.0% | $12,270-95.1% |