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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 | $147,636 | $102,422+44.1% | $147,117+0.4% | $80,959+82.4% |
| Participation rate | 92.1% | 75.9%+16.2pp | 82.2%+9.9pp | 67.7%+24.4pp |
| Annual return | 9.78% | 135.16%-125.4pp | 420.54%-410.8pp | 35.67%-25.9pp |
| Employer contribution / active EE | $13,134 | $3,717+253.3% | $4,932+166.3% | $2,757+376.4% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,868 | $7,953-76.5% | $12,993-85.6% | $6,925-73.0% |