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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 | $106,523 | $88,672+20.1% | $105,223+1.2% | $82,448+29.2% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 8.98% | 30.86%-21.9pp | 180.65%-171.7pp | 41.64%-32.7pp |
| Employer contribution / active EE | $5,172 | $3,048+69.7% | $3,689+40.2% | $2,551+102.8% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $17,921 | $7,146+150.8% | $8,859+102.3% | $7,234+147.7% |