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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 | $240,684 | $96,731+148.8% | $123,973+94.1% | $86,983+176.7% |
| Participation rate | 83.3% | 70.0%+13.3pp | 76.7%+6.7pp | 69.5%+13.8pp |
| Annual return | 9.83% | 17.33%-7.5pp | 388.13%-378.3pp | 25.83%-16.0pp |
| Employer contribution / active EE | $8,854 | $3,297+168.6% | $4,126+114.6% | $2,584+242.6% |
| Participant deferral / active EE | $0 | $4,152-100.0% | $5,247-100.0% | $4,194-100.0% |
| Admin fee / account holder | $10,412 | $8,722+19.4% | $11,799-11.8% | $7,856+32.5% |