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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 | $204,523 | $100,060+104.4% | $149,721+36.6% | $70,126+191.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 10.17% | 27.46%-17.3pp | 1501.67%-1491.5pp | 73.15%-63.0pp |
| Employer contribution / active EE | $9,553 | $3,661+160.9% | $5,444+75.5% | $2,343+307.8% |
| Participant deferral / active EE | $1,557 | $4,982-68.7% | $6,568-76.3% | $3,332-53.3% |
| Admin fee / account holder | $1,270 | $8,285-84.7% | $11,282-88.7% | $4,645-72.7% |