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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 | $154,621 | $98,766+56.6% | $149,730+3.3% | $79,852+93.6% |
| Participation rate | 96.5% | 75.8%+20.7pp | 82.5%+14.0pp | 69.6%+26.9pp |
| Annual return | 1.93% | 27.43%-25.5pp | 276.70%-274.8pp | 31.72%-29.8pp |
| Employer contribution / active EE | $14,456 | $3,217+349.4% | $4,645+211.2% | $2,471+485.0% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,740-100.0% |
| Admin fee / account holder | $6,824 | $6,052+12.7% | $9,310-26.7% | $5,306+28.6% |