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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 | $137,635 | $85,766+60.5% | $136,298+1.0% | $70,126+96.3% |
| Participation rate | 93.5% | 74.2%+19.4pp | 81.9%+11.6pp | 69.5%+24.0pp |
| Annual return | 14.00% | 31.46%-17.5pp | 5156.27%-5142.3pp | 73.15%-59.1pp |
| Employer contribution / active EE | $2,754 | $2,966-7.2% | $4,696-41.4% | $2,343+17.6% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $19,350 | $5,421+257.0% | $9,244+109.3% | $4,645+316.5% |