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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 | $121,755 | $114,073+6.7% | $96,161+26.6% | $167,518-27.3% |
| Participation rate | 90.9% | 75.1%+15.8pp | 68.4%+22.5pp | 82.1%+8.8pp |
| Annual return | 4.27% | 189.95%-185.7pp | 192.01%-187.7pp | 478.71%-474.4pp |
| Employer contribution / active EE | $7,642 | $3,428+122.9% | $2,798+173.1% | $4,838+57.9% |
| Participant deferral / active EE | $589 | $5,195-88.7% | $4,349-86.4% | $6,342-90.7% |
| Admin fee / account holder | $1,448 | $6,899-79.0% | $5,538-73.8% | $12,312-88.2% |