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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 | $78,562+177.0% | $105,608+106.0% | $74,429+192.3% |
| Participation rate | 99.2% | 72.8%+26.4pp | 75.3%+23.9pp | 67.2%+32.0pp |
| Annual return | 9.12% | 15.94%-6.8pp | 116.50%-107.4pp | 1368.38%-1359.3pp |
| Employer contribution / active EE | $12,017 | $2,521+376.6% | $3,167+279.4% | $2,625+357.8% |
| Participant deferral / active EE | $0 | $4,321-100.0% | $5,010-100.0% | $4,348-100.0% |
| Admin fee / account holder | $7,314 | $2,217+229.9% | $11,028-33.7% | $1,944+276.2% |