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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 | $215,943 | $110,307+95.8% | $96,576+123.6% | $139,456+54.8% |
| Participation rate | 85.7% | 78.1%+7.6pp | 76.0%+9.7pp | 80.3%+5.4pp |
| Annual return | 9.07% | 26.40%-17.3pp | 25.87%-16.8pp | 373.45%-364.4pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $2,965-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $696 | $5,547-87.5% | $4,851-85.7% | $6,711-89.6% |
| Admin fee / account holder | $94,216 | $11,597+712.4% | $8,253+1041.6% | $11,407+725.9% |