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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 | $156,605 | $102,422+52.9% | $147,117+6.4% | $80,959+93.4% |
| Participation rate | 98.0% | 75.9%+22.2pp | 82.2%+15.9pp | 67.7%+30.4pp |
| Annual return | 4.63% | 135.16%-130.5pp | 420.54%-415.9pp | 35.67%-31.0pp |
| Employer contribution / active EE | $24,811 | $3,717+567.4% | $4,932+403.0% | $2,757+799.9% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $18,778 | $7,953+136.1% | $12,993+44.5% | $6,925+171.2% |