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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 | $80,659 | $90,674-11.0% | $96,707-16.6% | $82,448-2.2% |
| Participation rate | 96.0% | 75.9%+20.1pp | 80.4%+15.6pp | 68.1%+27.9pp |
| Annual return | 11.68% | 49.05%-37.4pp | 34.78%-23.1pp | 41.64%-30.0pp |
| Employer contribution / active EE | $16,912 | $3,975+325.5% | $4,191+303.5% | $2,551+563.0% |
| Participant deferral / active EE | $0 | $5,696-100.0% | $5,997-100.0% | $4,139-100.0% |
| Admin fee / account holder | $18,195 | $7,568+140.4% | $7,503+142.5% | $7,234+151.5% |