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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 | $226,524 | $99,994+126.5% | $146,647+54.5% | $85,851+163.9% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 3.76% | 18.93%-15.2pp | 22.75%-19.0pp | 318.63%-314.9pp |
| Employer contribution / active EE | $25,000 | $2,559+876.9% | $4,137+504.3% | $2,565+874.5% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $5,506-100.0% | $3,952-100.0% |
| Admin fee / account holder | $7,957 | $7,703+3.3% | $10,281-22.6% | $6,261+27.1% |