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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 | $132,099+83.8% | $115,599+110.0% | $138,895+74.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.3%+25.7pp | 79.9%+20.1pp |
| Annual return | 6.63% | 176.76%-170.1pp | 111.10%-104.5pp | 145.39%-138.8pp |
| Employer contribution / active EE | $14,857 | $3,416+334.9% | $2,955+402.7% | $4,194+254.2% |
| Participant deferral / active EE | $0 | $5,617-100.0% | $4,889-100.0% | $6,396-100.0% |
| Admin fee / account holder | $21,522 | $15,650+37.5% | $12,841+67.6% | $12,562+71.3% |