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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 | $192,035 | $110,240+74.2% | $96,544+98.9% | $139,487+37.7% |
| Participation rate | 81.8% | 78.1%+3.7pp | 76.0%+5.8pp | 80.3%+1.5pp |
| Annual return | 2.07% | 26.41%-24.3pp | 25.88%-23.8pp | 373.84%-371.8pp |
| Employer contribution / active EE | $5,130 | $3,622+41.6% | $2,966+72.9% | $4,755+7.9% |
| Participant deferral / active EE | $0 | $5,549-100.0% | $4,851-100.0% | $6,713-100.0% |
| Admin fee / account holder | $31,137 | $11,602+168.4% | $8,254+277.2% | $11,407+173.0% |