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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 | $180,963 | $103,387+75.0% | $87,102+107.8% | $152,885+18.4% |
| Participation rate | 83.3% | 79.4%+4.0pp | 76.9%+6.5pp | 82.5%+0.9pp |
| Annual return | 1.40% | 28.10%-26.7pp | 28.19%-26.8pp | 345.39%-344.0pp |
| Employer contribution / active EE | $7,033 | $3,221+118.4% | $2,521+179.0% | $4,763+47.7% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,048-100.0% | $5,851-100.0% |
| Admin fee / account holder | $5,080 | $12,193-58.3% | $7,491-32.2% | $11,598-56.2% |