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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 | $178,318 | $93,589+90.5% | $135,942+31.2% | $75,181+137.2% |
| Participation rate | 97.6% | 75.2%+22.4pp | 81.9%+15.7pp | 67.2%+30.4pp |
| Annual return | 14.01% | 30.90%-16.9pp | 68.28%-54.3pp | 160.69%-146.7pp |
| Employer contribution / active EE | $26,049 | $3,537+636.4% | $4,858+436.3% | $2,671+875.5% |
| Participant deferral / active EE | $0 | $6,405-100.0% | $7,759-100.0% | $4,126-100.0% |
| Admin fee / account holder | $20,778 | $6,977+197.8% | $10,764+93.0% | $5,650+267.8% |