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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 | $249,638 | $65,395+281.7% | $182,558+36.7% | $72,976+242.1% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 69.5%+30.5pp |
| Annual return | 14.51% | 27.68%-13.2pp | 148.59%-134.1pp | 81.02%-66.5pp |
| Employer contribution / active EE | $8,473 | $1,911+343.4% | $4,076+107.9% | $2,440+247.3% |
| Participant deferral / active EE | $0 | $3,563-100.0% | $5,526-100.0% | $3,608-100.0% |
| Admin fee / account holder | $16,620 | $4,245+291.6% | $8,594+93.4% | $5,124+224.3% |