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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 | $102,623 | $99,053+3.6% | $88,179+16.4% | $138,895-26.1% |
| Participation rate | 89.5% | 74.2%+15.2pp | 69.1%+20.3pp | 79.9%+9.6pp |
| Annual return | 10.18% | 78.17%-68.0pp | 64.97%-54.8pp | 145.39%-135.2pp |
| Employer contribution / active EE | $2,632 | $2,882-8.7% | $2,549+3.2% | $4,194-37.3% |
| Participant deferral / active EE | $0 | $5,225-100.0% | $4,614-100.0% | $6,396-100.0% |
| Admin fee / account holder | $15,307 | $8,748+75.0% | $7,673+99.5% | $12,562+21.8% |