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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 | $242,161 | $81,276+198.0% | $155,574+55.7% | $80,925+199.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 8.67% | 33.36%-24.7pp | 64.87%-56.2pp | 35.65%-27.0pp |
| Employer contribution / active EE | $15,315 | $3,103+393.5% | $4,676+227.5% | $2,756+455.6% |
| Participant deferral / active EE | $0 | $3,453-100.0% | $5,629-100.0% | $4,299-100.0% |
| Admin fee / account holder | $16,005 | $7,993+100.2% | $15,914+0.6% | $6,940+130.6% |