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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 | $149,709 | $89,370+67.5% | $141,197+6.0% | $72,976+105.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 7.24% | 111.88%-104.6pp | 71.41%-64.2pp | 81.02%-73.8pp |
| Employer contribution / active EE | $8,501 | $3,115+172.9% | $4,736+79.5% | $2,440+248.4% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,172 | $5,957-80.3% | $10,265-88.6% | $5,124-77.1% |