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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 | $139,637 | $93,345+49.6% | $119,126+17.2% | $87,485+59.6% |
| Participation rate | 96.7% | 68.7%+27.9pp | 75.8%+20.9pp | 68.9%+27.7pp |
| Annual return | 3.04% | 19.08%-16.0pp | 282.11%-279.1pp | 26.06%-23.0pp |
| Employer contribution / active EE | $13,255 | $3,172+317.9% | $4,034+228.6% | $2,596+410.6% |
| Participant deferral / active EE | $649 | $4,099-84.2% | $5,318-87.8% | $4,274-84.8% |
| Admin fee / account holder | $38,420 | $8,039+377.9% | $10,693+259.3% | $7,775+394.2% |