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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 | $172,316 | $95,580+80.3% | $76,872+124.2% | $139,466+23.6% |
| Participation rate | 94.7% | 74.0%+20.8pp | 69.6%+25.1pp | 80.3%+14.4pp |
| Annual return | 0.68% | 55.00%-54.3pp | 37.90%-37.2pp | 373.66%-373.0pp |
| Employer contribution / active EE | $11,729 | $3,145+272.9% | $2,533+363.0% | $4,754+146.7% |
| Participant deferral / active EE | $0 | $4,623-100.0% | $3,832-100.0% | $6,712-100.0% |
| Admin fee / account holder | $6,422 | $8,302-22.6% | $5,476+17.3% | $11,409-43.7% |