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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 | $201,019 | $102,429+96.3% | $147,096+36.7% | $80,925+148.4% |
| Participation rate | 74.3% | 75.9%-1.6pp | 82.2%-7.9pp | 67.7%+6.6pp |
| Annual return | 9.18% | 135.02%-125.8pp | 419.75%-410.6pp | 35.65%-26.5pp |
| Employer contribution / active EE | $5,359 | $3,716+44.2% | $4,936+8.6% | $2,756+94.4% |
| Participant deferral / active EE | $0 | $6,649-100.0% | $8,071-100.0% | $4,299-100.0% |
| Admin fee / account holder | $22,162 | $7,957+178.5% | $13,005+70.4% | $6,940+219.3% |