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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 | $117,240 | $68,097+72.2% | $62,929+86.3% | $137,256-14.6% |
| Participation rate | 91.7% | 77.4%+14.2pp | 73.1%+18.6pp | 80.0%+11.7pp |
| Annual return | 10.81% | 1859.11%-1848.3pp | 1063.93%-1053.1pp | 220.34%-209.5pp |
| Employer contribution / active EE | $2,083 | $2,811-25.9% | $2,505-16.8% | $4,156-49.9% |
| Participant deferral / active EE | $0 | $4,553-100.0% | $3,888-100.0% | $6,407-100.0% |
| Admin fee / account holder | $4,175 | $6,521-36.0% | $5,065-17.6% | $12,270-66.0% |