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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 | $164,980 | $88,672+86.1% | $105,223+56.8% | $82,448+100.1% |
| Participation rate | 83.3% | 67.9%+15.4pp | 75.0%+8.3pp | 68.1%+15.3pp |
| Annual return | 5.11% | 30.86%-25.7pp | 180.65%-175.5pp | 41.64%-36.5pp |
| Employer contribution / active EE | $20,365 | $3,048+568.2% | $3,689+452.1% | $2,551+698.3% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $6,748 | $7,146-5.6% | $8,859-23.8% | $7,234-6.7% |