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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 | $215,020 | $134,817+59.5% | $123,973+73.4% | $155,188+38.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 6.33% | 515.49%-509.2pp | 388.13%-381.8pp | 148.84%-142.5pp |
| Employer contribution / active EE | $24,000 | $4,425+442.4% | $4,126+481.7% | $4,248+465.0% |
| Participant deferral / active EE | $0 | $5,706-100.0% | $5,247-100.0% | $6,531-100.0% |
| Admin fee / account holder | $2,560 | $13,245-80.7% | $11,799-78.3% | $14,480-82.3% |