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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 | $93,345+157.8% | $119,126+102.0% | $87,485+175.1% |
| Participation rate | 83.3% | 68.7%+14.6pp | 75.8%+7.6pp | 68.9%+14.4pp |
| Annual return | 9.83% | 19.08%-9.3pp | 282.11%-272.3pp | 26.06%-16.2pp |
| Employer contribution / active EE | $8,854 | $3,172+179.2% | $4,034+119.5% | $2,596+241.0% |
| Participant deferral / active EE | $0 | $4,099-100.0% | $5,318-100.0% | $4,274-100.0% |
| Admin fee / account holder | $10,412 | $8,039+29.5% | $10,693-2.6% | $7,775+33.9% |