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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 | $197,219 | $98,766+99.7% | $149,730+31.7% | $79,852+147.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 10.87% | 27.43%-16.6pp | 276.70%-265.8pp | 31.72%-20.8pp |
| Employer contribution / active EE | $4,844 | $3,217+50.6% | $4,645+4.3% | $2,471+96.0% |
| Participant deferral / active EE | $1,931 | $5,681-66.0% | $6,843-71.8% | $3,740-48.4% |
| Admin fee / account holder | $12,020 | $6,052+98.6% | $9,310+29.1% | $5,306+126.5% |