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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 | $89,259+160.1% | $107,187+116.6% | $82,637+180.9% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 11.13% | 21.02%-9.9pp | 204.55%-193.4pp | 53.51%-42.4pp |
| Employer contribution / active EE | $11,538 | $3,080+274.6% | $3,782+205.1% | $2,552+352.1% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $5,096-100.0% | $4,126-100.0% |
| Admin fee / account holder | $22,313 | $7,381+202.3% | $9,162+143.5% | $7,339+204.0% |