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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 | $248,105 | $197,625+25.5% | $177,840+39.5% | $158,966+56.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 3.29% | 58.76%-55.5pp | 48.32%-45.0pp | 302.95%-299.7pp |
| Employer contribution / active EE | $15,000 | $6,698+123.9% | $5,919+153.4% | $4,762+215.0% |
| Participant deferral / active EE | $0 | $8,405-100.0% | $7,714-100.0% | $5,983-100.0% |
| Admin fee / account holder | $42,857 | $15,405+178.2% | $12,431+244.8% | $11,250+281.0% |