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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 | $89,271 | $69,248+28.9% | $64,101+39.3% | $139,466-36.0% |
| Participation rate | 91.7% | 75.6%+16.1pp | 72.3%+19.4pp | 80.3%+11.3pp |
| Annual return | 7.39% | 45.95%-38.6pp | 33.72%-26.3pp | 373.66%-366.3pp |
| Employer contribution / active EE | $4,167 | $3,185+30.8% | $2,749+51.6% | $4,754-12.4% |
| Participant deferral / active EE | $0 | $4,682-100.0% | $3,881-100.0% | $6,712-100.0% |
| Admin fee / account holder | $5,289 | $4,247+24.5% | $3,070+72.3% | $11,409-53.6% |