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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 | $148,921 | $108,882+36.8% | $96,754+53.9% | $154,746-3.8% |
| Participation rate | 92.3% | 75.1%+17.2pp | 70.3%+22.0pp | 80.7%+11.6pp |
| Annual return | 8.45% | 98.39%-89.9pp | 82.04%-73.6pp | 172.34%-163.9pp |
| Employer contribution / active EE | $9,511 | $3,018+215.1% | $2,679+255.0% | $4,379+117.2% |
| Participant deferral / active EE | $0 | $5,323-100.0% | $4,758-100.0% | $6,730-100.0% |
| Admin fee / account holder | $5,852 | $10,200-42.6% | $8,905-34.3% | $14,365-59.3% |