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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 | $217,583 | $78,607+176.8% | $105,624+106.0% | $74,478+192.1% |
| Participation rate | 99.2% | 72.8%+26.4pp | 75.3%+24.0pp | 67.2%+32.0pp |
| Annual return | 9.12% | 15.96%-6.8pp | 116.20%-107.1pp | 1370.56%-1361.4pp |
| Employer contribution / active EE | $12,017 | $2,523+376.3% | $3,168+279.4% | $2,626+357.6% |
| Participant deferral / active EE | $0 | $4,325-100.0% | $5,013-100.0% | $4,350-100.0% |
| Admin fee / account holder | $7,314 | $2,220+229.5% | $10,961-33.3% | $1,946+275.9% |