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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 | $248,553 | $63,346+292.4% | $92,240+169.5% | $70,126+254.4% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 11.81% | 530.19%-518.4pp | 176.29%-164.5pp | 73.15%-61.3pp |
| Employer contribution / active EE | $2,841 | $2,471+15.0% | $3,680-22.8% | $2,343+21.3% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $8,879 | $3,841+131.2% | $5,194+70.9% | $4,645+91.1% |