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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 | $194,068 | $169,237+14.7% | $129,339+50.0% | $145,978+32.9% |
| Participation rate | 75.0% | 76.5%-1.5pp | 69.6%+5.4pp | 80.3%-5.3pp |
| Annual return | 6.19% | 14364.43%-14358.2pp | 9437.05%-9430.9pp | 550.52%-544.3pp |
| Employer contribution / active EE | $19,568 | $5,540+253.2% | $4,154+371.0% | $4,662+319.8% |
| Participant deferral / active EE | $0 | $4,991-100.0% | $4,170-100.0% | $6,690-100.0% |
| Admin fee / account holder | $1,000 | $9,882-89.9% | $7,668-87.0% | $13,400-92.5% |