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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 | $143,089 | $99,652+43.6% | $78,778+81.6% | $147,586-3.0% |
| Participation rate | 87.5% | 76.2%+11.3pp | 69.2%+18.3pp | 82.8%+4.7pp |
| Annual return | 1.90% | 47.28%-45.4pp | 35.62%-33.7pp | 578.59%-576.7pp |
| Employer contribution / active EE | $12,500 | $2,796+347.1% | $1,986+529.5% | $4,876+156.3% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $2,958-100.0% | $5,439-100.0% |
| Admin fee / account holder | $532 | $7,155-92.6% | $5,134-89.6% | $10,886-95.1% |