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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 | $103,719 | $63,346+63.7% | $92,240+12.4% | $70,126+47.9% |
| Participation rate | 97.4% | 68.7%+28.7pp | 76.5%+20.9pp | 69.5%+27.8pp |
| Annual return | 10.01% | 530.19%-520.2pp | 176.29%-166.3pp | 73.15%-63.1pp |
| Employer contribution / active EE | $2,655 | $2,471+7.5% | $3,680-27.8% | $2,343+13.4% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $14,365 | $3,841+274.0% | $5,194+176.6% | $4,645+209.2% |