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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 | $204,977 | $91,537+123.9% | $130,045+57.6% | $75,173+172.7% |
| Participation rate | 88.9% | 71.5%+17.4pp | 78.5%+10.4pp | 67.2%+21.7pp |
| Annual return | 9.41% | -631.55%+641.0pp | -137.30%+146.7pp | 160.72%-151.3pp |
| Employer contribution / active EE | $11,091 | $2,845+289.9% | $4,321+156.7% | $2,671+315.3% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,820-100.0% | $4,126-100.0% |
| Admin fee / account holder | $7,115 | $6,780+4.9% | $10,600-32.9% | $5,651+25.9% |