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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 | $122,636 | $70,121+74.9% | $63,803+92.2% | $138,895-11.7% |
| Participation rate | 75.0% | 77.2%-2.2pp | 72.7%+2.3pp | 79.9%-4.9pp |
| Annual return | 9.72% | 946.48%-936.8pp | 543.72%-534.0pp | 145.39%-135.7pp |
| Employer contribution / active EE | $8,684 | $2,882+201.3% | $2,532+242.9% | $4,194+107.0% |
| Participant deferral / active EE | $0 | $4,535-100.0% | $3,843-100.0% | $6,396-100.0% |
| Admin fee / account holder | $66,810 | $6,738+891.6% | $5,196+1185.7% | $12,562+431.8% |