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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 | $238,977 | $87,132+174.3% | $105,624+126.3% | $80,959+195.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | 7.98% | 17.03%-9.0pp | 116.20%-108.2pp | 35.67%-27.7pp |
| Employer contribution / active EE | $12,544 | $2,397+423.3% | $3,168+296.0% | $2,757+354.9% |
| Participant deferral / active EE | $0 | $3,985-100.0% | $5,013-100.0% | $4,300-100.0% |
| Admin fee / account holder | $8,225 | $8,449-2.7% | $10,961-25.0% | $6,925+18.8% |