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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 | $93,427 | $49,896+87.2% | $80,627+15.9% | $75,173+24.3% |
| Participation rate | 95.3% | 55.3%+40.0pp | 67.0%+28.3pp | 67.2%+28.1pp |
| Annual return | 13.77% | 34.67%-20.9pp | 936.76%-923.0pp | 160.72%-147.0pp |
| Employer contribution / active EE | $8,408 | $1,699+394.9% | $2,723+208.8% | $2,671+214.8% |
| Participant deferral / active EE | $0 | $2,992-100.0% | $4,443-100.0% | $4,126-100.0% |
| Admin fee / account holder | $6,446 | $3,578+80.2% | $5,381+19.8% | $5,651+14.1% |