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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 | $204,018 | $160,070+27.5% | $147,117+38.7% | $145,897+39.8% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 3.10% | 98.69%-95.6pp | 420.54%-417.4pp | 552.29%-549.2pp |
| Employer contribution / active EE | $18,075 | $5,285+242.0% | $4,932+266.5% | $4,663+287.7% |
| Participant deferral / active EE | $0 | $8,419-100.0% | $8,065-100.0% | $6,689-100.0% |
| Admin fee / account holder | $5,622 | $15,035-62.6% | $12,993-56.7% | $13,390-58.0% |