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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 | $119,620 | $63,346+88.8% | $92,240+29.7% | $70,126+70.6% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 11.52% | 530.19%-518.7pp | 176.29%-164.8pp | 73.15%-61.6pp |
| Employer contribution / active EE | $7,407 | $2,471+199.7% | $3,680+101.3% | $2,343+216.2% |
| Participant deferral / active EE | $694 | $2,854-75.7% | $3,897-82.2% | $3,332-79.2% |
| Admin fee / account holder | $24,283 | $3,841+532.2% | $5,194+367.5% | $4,645+422.7% |