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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 | $114,642 | $55,902+105.1% | $76,030+50.8% | $80,959+41.6% |
| Participation rate | 93.3% | 62.1%+31.3pp | 69.1%+24.3pp | 67.7%+25.7pp |
| Annual return | 8.64% | 20.59%-11.9pp | 361.54%-352.9pp | 35.67%-27.0pp |
| Employer contribution / active EE | $10,489 | $1,867+461.9% | $2,688+290.3% | $2,757+280.4% |
| Participant deferral / active EE | $0 | $3,051-100.0% | $4,257-100.0% | $4,300-100.0% |
| Admin fee / account holder | $12,300 | $5,239+134.8% | $6,421+91.6% | $6,925+77.6% |