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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 | $192,526 | $115,796+66.3% | $101,264+90.1% | $158,950+21.1% |
| Participation rate | 88.9% | 79.4%+9.5pp | 75.8%+13.1pp | 82.0%+6.9pp |
| Annual return | 4.97% | 56.15%-51.2pp | 46.48%-41.5pp | 302.91%-297.9pp |
| Employer contribution / active EE | $11,111 | $4,175+166.1% | $3,660+203.6% | $4,762+133.3% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,370-100.0% | $5,983-100.0% |
| Admin fee / account holder | $14,348 | $7,247+98.0% | $5,947+141.3% | $11,248+27.6% |