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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 | $212,042 | $102,385+107.1% | $147,080+44.2% | $80,935+162.0% |
| Participation rate | 97.0% | 75.9%+21.1pp | 82.2%+14.8pp | 67.7%+29.3pp |
| Annual return | 11.48% | 135.09%-123.6pp | 420.17%-408.7pp | 35.66%-24.2pp |
| Employer contribution / active EE | $6,061 | $3,717+63.1% | $4,933+22.9% | $2,757+119.9% |
| Participant deferral / active EE | $0 | $6,651-100.0% | $8,066-100.0% | $4,299-100.0% |
| Admin fee / account holder | $22,947 | $7,951+188.6% | $12,989+76.7% | $6,924+231.4% |