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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 | $212,988 | $85,766+148.3% | $136,298+56.3% | $70,126+203.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 9.48% | 31.46%-22.0pp | 5156.27%-5146.8pp | 73.15%-63.7pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $704 | $5,051-86.1% | $6,247-88.7% | $3,332-78.9% |
| Admin fee / account holder | $9,119 | $5,421+68.2% | $9,244-1.4% | $4,645+96.3% |