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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 | $93,345+83.0% | $119,126+43.4% | $87,485+95.3% |
| Participation rate | 97.8% | 68.7%+29.0pp | 75.8%+22.0pp | 68.9%+28.8pp |
| Annual return | 1.61% | 19.08%-17.5pp | 282.11%-280.5pp | 26.06%-24.4pp |
| Employer contribution / active EE | $5,041 | $3,172+59.0% | $4,034+25.0% | $2,596+94.2% |
| Participant deferral / active EE | $0 | $4,099-100.0% | $5,318-100.0% | $4,274-100.0% |
| Admin fee / account holder | $15,676 | $8,039+95.0% | $10,693+46.6% | $7,775+101.6% |