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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 | $42,634 | $63,346-32.7% | $92,240-53.8% | $70,126-39.2% |
| Participation rate | 91.2% | 68.7%+22.5pp | 76.5%+14.7pp | 69.5%+21.6pp |
| Annual return | 10.55% | 530.19%-519.6pp | 176.29%-165.7pp | 73.15%-62.6pp |
| Employer contribution / active EE | $16,514 | $2,471+568.3% | $3,680+348.8% | $2,343+605.0% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $9,910 | $3,841+158.0% | $5,194+90.8% | $4,645+113.3% |