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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 | $191,786 | $91,559+109.5% | $133,959+43.2% | $79,858+140.2% |
| Participation rate | 84.8% | 73.3%+11.5pp | 79.8%+5.0pp | 69.6%+15.2pp |
| Annual return | 0.92% | 61.85%-60.9pp | 45.09%-44.2pp | 31.72%-30.8pp |
| Employer contribution / active EE | $9,007 | $2,384+277.9% | $3,919+129.9% | $2,471+264.5% |
| Participant deferral / active EE | $0 | $3,734-100.0% | $5,047-100.0% | $3,740-100.0% |
| Admin fee / account holder | $19,196 | $6,321+203.7% | $8,928+115.0% | $5,306+261.8% |