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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 | $98,906 | $47,479+108.3% | $62,929+57.2% | $82,448+20.0% |
| Participation rate | 83.3% | 66.9%+16.5pp | 73.1%+10.2pp | 68.1%+15.3pp |
| Annual return | 10.93% | 20.34%-9.4pp | 1063.93%-1053.0pp | 41.64%-30.7pp |
| Employer contribution / active EE | $6,239 | $1,885+230.9% | $2,505+149.1% | $2,551+144.6% |
| Participant deferral / active EE | $0 | $2,870-100.0% | $3,888-100.0% | $4,139-100.0% |
| Admin fee / account holder | $10,809 | $3,804+184.2% | $5,065+113.4% | $7,234+49.4% |