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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 | $105,461 | $96,268+9.5% | $143,412-26.5% | $86,983+21.2% |
| Participation rate | 79.7% | 74.6%+5.1pp | 78.5%+1.2pp | 69.5%+10.1pp |
| Annual return | 10.42% | 25.47%-15.0pp | 256.99%-246.6pp | 25.83%-15.4pp |
| Employer contribution / active EE | $5,469 | $3,080+77.5% | $3,748+45.9% | $2,584+111.6% |
| Participant deferral / active EE | $2,151 | $6,001-64.1% | $6,816-68.4% | $4,194-48.7% |
| Admin fee / account holder | $21,104 | $7,778+171.3% | $11,396+85.2% | $7,856+168.6% |