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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 | $235,212 | $91,536+157.0% | $130,062+80.8% | $75,177+212.9% |
| Participation rate | 96.8% | 71.5%+25.3pp | 78.5%+18.3pp | 67.2%+29.6pp |
| Annual return | 6.05% | -631.62%+637.7pp | -137.37%+143.4pp | 160.75%-154.7pp |
| Employer contribution / active EE | $12,097 | $2,845+325.2% | $4,322+179.9% | $2,671+352.9% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,821-100.0% | $4,126-100.0% |
| Admin fee / account holder | $18,696 | $6,780+175.8% | $10,601+76.4% | $5,651+230.8% |