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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 | $161,812 | $93,617+72.8% | $135,982+19.0% | $75,177+115.2% |
| Participation rate | 94.2% | 75.2%+19.0pp | 81.9%+12.3pp | 67.2%+27.0pp |
| Annual return | 2.62% | 30.89%-28.3pp | 68.32%-65.7pp | 160.75%-158.1pp |
| Employer contribution / active EE | $23,953 | $3,538+577.0% | $4,859+393.0% | $2,671+796.7% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $10,697 | $6,980+53.3% | $10,767-0.6% | $5,651+89.3% |