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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 | $145,504 | $60,119+142.0% | $90,430+60.9% | $79,858+82.2% |
| Participation rate | 96.0% | 65.0%+31.0pp | 72.7%+23.3pp | 69.6%+26.4pp |
| Annual return | 10.32% | 71.94%-61.6pp | 1293.73%-1283.4pp | 31.72%-21.4pp |
| Employer contribution / active EE | $8,802 | $2,068+325.7% | $3,262+169.8% | $2,471+256.2% |
| Participant deferral / active EE | $0 | $2,938-100.0% | $3,963-100.0% | $3,740-100.0% |
| Admin fee / account holder | $5,486 | $3,976+38.0% | $5,613-2.3% | $5,306+3.4% |