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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 | $117,497 | $89,370+31.5% | $141,197-16.8% | $72,976+61.0% |
| Participation rate | 98.6% | 75.1%+23.5pp | 82.5%+16.1pp | 69.5%+29.1pp |
| Annual return | 8.61% | 111.88%-103.3pp | 71.41%-62.8pp | 81.02%-72.4pp |
| Employer contribution / active EE | $10,417 | $3,115+234.4% | $4,736+119.9% | $2,440+326.9% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $9,722 | $5,957+63.2% | $10,265-5.3% | $5,124+89.7% |