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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 | $96,731+70.6% | $123,973+33.1% | $86,983+89.7% |
| Participation rate | 83.3% | 70.0%+13.3pp | 76.7%+6.7pp | 69.5%+13.8pp |
| Annual return | 5.11% | 17.33%-12.2pp | 388.13%-383.0pp | 25.83%-20.7pp |
| Employer contribution / active EE | $20,365 | $3,297+517.7% | $4,126+393.6% | $2,584+688.0% |
| Participant deferral / active EE | $0 | $4,152-100.0% | $5,247-100.0% | $4,194-100.0% |
| Admin fee / account holder | $6,748 | $8,722-22.6% | $11,799-42.8% | $7,856-14.1% |