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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 | $209,197 | $148,629+40.8% | $135,982+53.8% | $139,487+50.0% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 0.72% | 79.33%-78.6pp | 68.32%-67.6pp | 373.84%-373.1pp |
| Employer contribution / active EE | $18,050 | $5,247+244.0% | $4,859+271.5% | $4,755+279.6% |
| Participant deferral / active EE | $0 | $8,102-100.0% | $7,760-100.0% | $6,713-100.0% |
| Admin fee / account holder | $7,140 | $12,406-42.4% | $10,767-33.7% | $11,407-37.4% |