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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 | $190,280 | $112,131+69.7% | $95,964+98.3% | $158,982+19.7% |
| Participation rate | 90.9% | 79.0%+11.9pp | 77.1%+13.8pp | 82.0%+8.9pp |
| Annual return | 4.75% | 171.19%-166.4pp | 91.64%-86.9pp | 302.99%-298.2pp |
| Employer contribution / active EE | $12,760 | $3,199+298.9% | $2,541+402.1% | $4,763+167.9% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,983-100.0% |
| Admin fee / account holder | $26,224 | $10,136+158.7% | $6,797+285.8% | $11,252+133.1% |