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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 | $122,686 | $85,766+43.0% | $136,298-10.0% | $70,126+75.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 9.28% | 31.46%-22.2pp | 5156.27%-5147.0pp | 73.15%-63.9pp |
| Employer contribution / active EE | $16,250 | $2,966+447.9% | $4,696+246.1% | $2,343+593.7% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $10,887 | $5,421+100.8% | $9,244+17.8% | $4,645+134.3% |