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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 | $246,766 | $70,684+249.1% | $169,397+45.7% | $75,177+228.2% |
| Participation rate | 100.0% | 64.8%+35.2pp | 77.2%+22.8pp | 67.2%+32.8pp |
| Annual return | 10.31% | 36.38%-26.1pp | 406.23%-395.9pp | 160.75%-150.4pp |
| Employer contribution / active EE | $9,200 | $2,211+316.1% | $4,013+129.2% | $2,671+244.4% |
| Participant deferral / active EE | $0 | $4,310-100.0% | $6,223-100.0% | $4,126-100.0% |
| Admin fee / account holder | $15,288 | $5,404+182.9% | $9,017+69.5% | $5,651+170.5% |