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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 | $126,729 | $101,653+24.7% | $147,080-13.8% | $74,459+70.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 11.41% | 8754.98%-8743.6pp | 420.17%-408.8pp | 1369.70%-1358.3pp |
| Employer contribution / active EE | $2,048 | $3,813-46.3% | $4,933-58.5% | $2,626-22.0% |
| Participant deferral / active EE | $2,711 | $7,304-62.9% | $8,066-66.4% | $4,350-37.7% |
| Admin fee / account holder | $17,117 | $1,752+877.3% | $12,989+31.8% | $1,945+780.2% |