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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 | $162,345 | $106,008+53.1% | $92,240+76.0% | $147,586+10.0% |
| Participation rate | 90.9% | 80.4%+10.5pp | 76.5%+14.4pp | 82.8%+8.1pp |
| Annual return | 1.63% | 50.05%-48.4pp | 176.29%-174.7pp | 578.59%-577.0pp |
| Employer contribution / active EE | $8,424 | $4,333+94.4% | $3,680+128.9% | $4,876+72.8% |
| Participant deferral / active EE | $151 | $4,478-96.6% | $3,897-96.1% | $5,439-97.2% |
| Admin fee / account holder | $2,753 | $6,333-56.5% | $5,194-47.0% | $10,886-74.7% |