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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 | $142,160 | $115,814+22.7% | $101,275+40.4% | $158,982-10.6% |
| Participation rate | 91.7% | 79.4%+12.3pp | 75.8%+15.9pp | 82.0%+9.7pp |
| Annual return | 4.79% | 56.16%-51.4pp | 46.48%-41.7pp | 302.99%-298.2pp |
| Employer contribution / active EE | $32,597 | $4,176+680.6% | $3,660+790.6% | $4,763+584.4% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $23,549 | $7,249+224.9% | $5,948+295.9% | $11,252+109.3% |