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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 | $124,872 | $102,429+21.9% | $147,096-15.1% | $80,925+54.3% |
| Participation rate | 81.5% | 75.9%+5.6pp | 82.2%-0.7pp | 67.7%+13.8pp |
| Annual return | 10.16% | 135.02%-124.9pp | 419.75%-409.6pp | 35.65%-25.5pp |
| Employer contribution / active EE | $13,899 | $3,716+274.1% | $4,936+181.6% | $2,756+404.3% |
| Participant deferral / active EE | $33 | $6,649-99.5% | $8,071-99.6% | $4,299-99.2% |
| Admin fee / account holder | $5,529 | $7,957-30.5% | $13,005-57.5% | $6,940-20.3% |