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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 | $169,361+14.6% | $129,397+50.0% | $145,877+33.0% |
| Participation rate | 75.0% | 76.5%-1.5pp | 69.6%+5.4pp | 80.3%-5.3pp |
| Annual return | 6.19% | 14395.54%-14389.4pp | 9453.98%-9447.8pp | 551.28%-545.1pp |
| Employer contribution / active EE | $19,568 | $5,542+253.1% | $4,154+371.0% | $4,663+319.6% |
| Participant deferral / active EE | $0 | $4,987-100.0% | $4,167-100.0% | $6,691-100.0% |
| Admin fee / account holder | $1,000 | $9,903-89.9% | $7,679-87.0% | $13,402-92.5% |