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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 | $66,485 | $63,346+5.0% | $92,240-27.9% | $70,126-5.2% |
| Participation rate | 97.4% | 68.7%+28.7pp | 76.5%+20.9pp | 69.5%+27.8pp |
| Annual return | 11.46% | 530.19%-518.7pp | 176.29%-164.8pp | 73.15%-61.7pp |
| Employer contribution / active EE | $18,671 | $2,471+655.5% | $3,680+407.4% | $2,343+697.0% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3,390 | $3,841-11.7% | $5,194-34.7% | $4,645-27.0% |