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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 | $102,862 | $73,978+39.0% | $96,515+6.6% | $75,173+36.8% |
| Participation rate | 93.8% | 66.4%+27.3pp | 74.3%+19.4pp | 67.2%+26.5pp |
| Annual return | 10.91% | 26.72%-15.8pp | 35.73%-24.8pp | 160.72%-149.8pp |
| Employer contribution / active EE | $11,539 | $2,931+293.7% | $3,740+208.6% | $2,671+332.0% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $10,282 | $5,219+97.0% | $6,735+52.7% | $5,651+82.0% |