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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 | $242,742 | $132,634+83.0% | $115,768+109.7% | $137,256+76.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 6.63% | 160.70%-154.1pp | 100.46%-93.8pp | 220.34%-213.7pp |
| Employer contribution / active EE | $14,857 | $3,360+342.2% | $2,940+405.4% | $4,156+257.5% |
| Participant deferral / active EE | $0 | $5,619-100.0% | $4,917-100.0% | $6,407-100.0% |
| Admin fee / account holder | $21,522 | $15,028+43.2% | $12,439+73.0% | $12,270+75.4% |