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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 | $109,847 | $88,672+23.9% | $105,223+4.4% | $82,448+33.2% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 9.70% | 30.86%-21.2pp | 180.65%-171.0pp | 41.64%-31.9pp |
| Employer contribution / active EE | $17,973 | $3,048+489.7% | $3,689+387.3% | $2,551+604.6% |
| Participant deferral / active EE | $920 | $4,036-77.2% | $5,072-81.9% | $4,139-77.8% |
| Admin fee / account holder | $3,567 | $7,146-50.1% | $8,859-59.7% | $7,234-50.7% |