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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 | $102,422+21.9% | $147,117-15.1% | $80,959+54.2% |
| Participation rate | 81.5% | 75.9%+5.6pp | 82.2%-0.7pp | 67.7%+13.8pp |
| Annual return | 10.16% | 135.16%-125.0pp | 420.54%-410.4pp | 35.67%-25.5pp |
| Employer contribution / active EE | $13,899 | $3,717+273.9% | $4,932+181.8% | $2,757+404.1% |
| Participant deferral / active EE | $33 | $6,652-99.5% | $8,065-99.6% | $4,300-99.2% |
| Admin fee / account holder | $5,529 | $7,953-30.5% | $12,993-57.4% | $6,925-20.2% |