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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 | $167,406 | $122,042+37.2% | $184,243-9.1% | $74,429+124.9% |
| Participation rate | 85.1% | 85.5%-0.3pp | 86.8%-1.7pp | 67.2%+17.9pp |
| Annual return | 12.10% | 19.91%-7.8pp | 28.82%-16.7pp | 1368.38%-1356.3pp |
| Employer contribution / active EE | $2,477 | $4,538-45.4% | $6,427-61.5% | $2,625-5.6% |
| Participant deferral / active EE | $3,850 | $7,143-46.1% | $9,132-57.8% | $4,348-11.5% |
| Admin fee / account holder | $33,391 | $1,252+2566.7% | $13,914+140.0% | $1,944+1617.4% |