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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 | $114,642 | $55,930+105.0% | $76,089+50.7% | $80,925+41.7% |
| Participation rate | 93.3% | 62.1%+31.3pp | 69.1%+24.2pp | 67.7%+25.7pp |
| Annual return | 8.64% | 20.58%-11.9pp | 360.94%-352.3pp | 35.65%-27.0pp |
| Employer contribution / active EE | $10,489 | $1,866+462.0% | $2,690+289.9% | $2,756+280.5% |
| Participant deferral / active EE | $0 | $3,051-100.0% | $4,259-100.0% | $4,299-100.0% |
| Admin fee / account holder | $12,300 | $5,241+134.7% | $6,418+91.7% | $6,940+77.2% |