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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 | $209,067 | $94,031+122.3% | $115,768+80.6% | $82,448+153.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.4%+25.6pp | 68.1%+31.9pp |
| Annual return | 10.09% | 20.61%-10.5pp | 100.46%-90.4pp | 41.64%-31.6pp |
| Employer contribution / active EE | $17,118 | $2,323+636.8% | $2,940+482.3% | $2,551+571.0% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $4,917-100.0% | $4,139-100.0% |
| Admin fee / account holder | $18,272 | $10,249+78.3% | $12,439+46.9% | $7,234+152.6% |