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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 | $149,171 | $85,766+73.9% | $136,298+9.4% | $70,126+112.7% |
| Participation rate | 95.6% | 74.2%+21.4pp | 81.9%+13.6pp | 69.5%+26.0pp |
| Annual return | 9.55% | 31.46%-21.9pp | 5156.27%-5146.7pp | 73.15%-63.6pp |
| Employer contribution / active EE | $10,545 | $2,966+255.5% | $4,696+124.6% | $2,343+350.1% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $9,190 | $5,421+69.5% | $9,244-0.6% | $4,645+97.8% |