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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 | $171,484 | $58,275+194.3% | $81,844+109.5% | $80,935+111.9% |
| Participation rate | 97.5% | 63.5%+34.0pp | 72.4%+25.1pp | 67.7%+29.8pp |
| Annual return | 5.18% | 41.82%-36.6pp | 778.87%-773.7pp | 35.66%-30.5pp |
| Employer contribution / active EE | $5,000 | $2,346+113.1% | $2,916+71.4% | $2,757+81.4% |
| Participant deferral / active EE | $202 | $3,285-93.9% | $4,323-95.3% | $4,299-95.3% |
| Admin fee / account holder | $3,495 | $4,749-26.4% | $7,355-52.5% | $6,924-49.5% |