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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 | $234,367 | $106,749+119.5% | $145,433+61.2% | $82,448+184.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 11.51% | 27.59%-16.1pp | 66.58%-55.1pp | 41.64%-30.1pp |
| Employer contribution / active EE | $18,972 | $3,444+450.8% | $4,554+316.6% | $2,551+643.7% |
| Participant deferral / active EE | $0 | $6,519-100.0% | $7,897-100.0% | $4,139-100.0% |
| Admin fee / account holder | $14,515 | $8,390+73.0% | $13,129+10.6% | $7,234+100.6% |