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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 | $170,832 | $88,672+92.7% | $105,223+62.4% | $82,448+107.2% |
| Participation rate | 97.8% | 67.9%+29.9pp | 75.0%+22.7pp | 68.1%+29.7pp |
| Annual return | 1.61% | 30.86%-29.2pp | 180.65%-179.0pp | 41.64%-40.0pp |
| Employer contribution / active EE | $5,041 | $3,048+65.4% | $3,689+36.7% | $2,551+97.6% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $15,676 | $7,146+119.4% | $8,859+77.0% | $7,234+116.7% |