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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 | $232,141 | $96,731+140.0% | $123,973+87.3% | $86,983+166.9% |
| Participation rate | 100.0% | 70.0%+30.0pp | 76.7%+23.3pp | 69.5%+30.5pp |
| Annual return | 11.13% | 17.33%-6.2pp | 388.13%-377.0pp | 25.83%-14.7pp |
| Employer contribution / active EE | $11,538 | $3,297+250.0% | $4,126+179.7% | $2,584+346.5% |
| Participant deferral / active EE | $0 | $4,152-100.0% | $5,247-100.0% | $4,194-100.0% |
| Admin fee / account holder | $22,313 | $8,722+155.8% | $11,799+89.1% | $7,856+184.0% |