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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 | $167,899 | $100,041+67.8% | $149,718+12.1% | $70,131+139.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 7.65% | 27.43%-19.8pp | 1501.70%-1494.1pp | 73.14%-65.5pp |
| Employer contribution / active EE | $12,009 | $3,662+228.0% | $5,444+120.6% | $2,342+412.7% |
| Participant deferral / active EE | $0 | $4,983-100.0% | $6,568-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,233 | $8,286-85.1% | $11,283-89.1% | $4,645-73.5% |