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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 | $78,483+177.2% | $106,201+104.9% | $74,546+191.9% |
| Participation rate | 99.2% | 72.8%+26.4pp | 75.3%+23.9pp | 67.2%+32.0pp |
| Annual return | 9.12% | 15.94%-6.8pp | 116.26%-107.1pp | 1366.03%-1356.9pp |
| Employer contribution / active EE | $12,017 | $2,522+376.6% | $3,170+279.1% | $2,624+357.9% |
| Participant deferral / active EE | $0 | $4,320-100.0% | $5,012-100.0% | $4,347-100.0% |
| Admin fee / account holder | $7,314 | $2,236+227.1% | $11,039-33.8% | $1,944+276.3% |