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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 | $200,696 | $141,001+42.3% | $112,228+78.8% | $139,487+43.9% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 4.52% | 32.75%-28.2pp | 30.23%-25.7pp | 373.84%-369.3pp |
| Employer contribution / active EE | $15,705 | $4,285+266.5% | $3,432+357.7% | $4,755+230.3% |
| Participant deferral / active EE | $0 | $5,877-100.0% | $4,800-100.0% | $6,713-100.0% |
| Admin fee / account holder | $31,481 | $9,959+216.1% | $7,752+306.1% | $11,407+176.0% |