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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 | $168,660 | $102,422+64.7% | $147,117+14.6% | $80,959+108.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 9.22% | 135.16%-125.9pp | 420.54%-411.3pp | 35.67%-26.4pp |
| Employer contribution / active EE | $8,537 | $3,717+129.6% | $4,932+73.1% | $2,757+209.6% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $6,306 | $7,953-20.7% | $12,993-51.5% | $6,925-8.9% |