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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 | $232,775 | $148,629+56.6% | $135,982+71.2% | $139,487+66.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 4.48% | 79.33%-74.9pp | 68.32%-63.8pp | 373.84%-369.4pp |
| Employer contribution / active EE | $1,777 | $5,247-66.1% | $4,859-63.4% | $4,755-62.6% |
| Participant deferral / active EE | $2,221 | $8,102-72.6% | $7,760-71.4% | $6,713-66.9% |
| Admin fee / account holder | $26,100 | $12,406+110.4% | $10,767+142.4% | $11,407+128.8% |