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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 | $169,356+14.6% | $129,406+50.0% | $145,897+33.0% |
| Participation rate | 75.0% | 76.5%-1.5pp | 69.6%+5.4pp | 80.3%-5.3pp |
| Annual return | 6.19% | 14418.62%-14412.4pp | 9468.18%-9462.0pp | 552.29%-546.1pp |
| Employer contribution / active EE | $19,568 | $5,542+253.1% | $4,155+370.9% | $4,663+319.7% |
| Participant deferral / active EE | $0 | $4,987-100.0% | $4,167-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1,000 | $9,915-89.9% | $7,689-87.0% | $13,390-92.5% |