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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 | $102,382+22.0% | $147,005-15.1% | $80,874+54.4% |
| Participation rate | 81.5% | 75.8%+5.6pp | 82.2%-0.7pp | 67.6%+13.8pp |
| Annual return | 10.16% | 134.89%-124.7pp | 418.76%-408.6pp | 35.62%-25.5pp |
| Employer contribution / active EE | $13,899 | $3,715+274.2% | $4,934+181.7% | $2,756+404.4% |
| Participant deferral / active EE | $33 | $6,646-99.5% | $8,070-99.6% | $4,297-99.2% |
| Admin fee / account holder | $5,529 | $7,942-30.4% | $13,006-57.5% | $6,935-20.3% |