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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 | $161,699 | $106,923+51.2% | $84,023+92.4% | $152,909+5.7% |
| Participation rate | 90.0% | 75.3%+14.7pp | 69.0%+21.0pp | 82.5%+7.5pp |
| Annual return | 5.89% | 105.02%-99.1pp | 71.32%-65.4pp | 345.46%-339.6pp |
| Employer contribution / active EE | $8,355 | $2,735+205.4% | $1,984+321.1% | $4,764+75.4% |
| Participant deferral / active EE | $0 | $4,013-100.0% | $3,239-100.0% | $5,851-100.0% |
| Admin fee / account holder | $5,151 | $8,289-37.9% | $6,102-15.6% | $11,601-55.6% |