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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 | $97,125+5.7% | $86,233+19.0% | $137,256-25.2% |
| Participation rate | 89.5% | 74.2%+15.3pp | 69.0%+20.5pp | 80.0%+9.5pp |
| Annual return | 10.18% | 74.19%-64.0pp | 61.39%-51.2pp | 220.34%-210.2pp |
| Employer contribution / active EE | $2,632 | $2,841-7.4% | $2,504+5.1% | $4,156-36.7% |
| Participant deferral / active EE | $0 | $5,180-100.0% | $4,559-100.0% | $6,407-100.0% |
| Admin fee / account holder | $15,307 | $9,725+57.4% | $8,342+83.5% | $12,270+24.7% |