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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 | $195,863 | $85,766+128.4% | $136,298+43.7% | $70,126+179.3% |
| Participation rate | 75.3% | 74.2%+1.1pp | 81.9%-6.6pp | 69.5%+5.8pp |
| Annual return | 7.18% | 31.46%-24.3pp | 5156.27%-5149.1pp | 73.15%-66.0pp |
| Employer contribution / active EE | $7,120 | $2,966+140.1% | $4,696+51.6% | $2,343+204.0% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $12,699 | $5,421+134.3% | $9,244+37.4% | $4,645+173.4% |