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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 | $184,289 | $72,071+155.7% | $68,368+169.6% | $137,256+34.3% |
| Participation rate | 95.2% | 76.2%+19.0pp | 73.8%+21.5pp | 80.0%+15.3pp |
| Annual return | 11.02% | 353.14%-342.1pp | 292.57%-281.6pp | 220.34%-209.3pp |
| Employer contribution / active EE | $4,072 | $2,788+46.0% | $2,649+53.7% | $4,156-2.0% |
| Participant deferral / active EE | $0 | $4,410-100.0% | $4,123-100.0% | $6,407-100.0% |
| Admin fee / account holder | $10,596 | $5,336+98.6% | $5,150+105.8% | $12,270-13.6% |