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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 | $122,063+37.1% | $184,256-9.1% | $74,478+124.8% |
| Participation rate | 85.1% | 85.5%-0.3pp | 86.8%-1.7pp | 67.2%+17.9pp |
| Annual return | 12.10% | 19.92%-7.8pp | 28.85%-16.7pp | 1370.56%-1358.5pp |
| Employer contribution / active EE | $2,477 | $4,539-45.4% | $6,427-61.5% | $2,626-5.7% |
| Participant deferral / active EE | $3,850 | $7,144-46.1% | $9,133-57.8% | $4,350-11.5% |
| Admin fee / account holder | $33,391 | $1,253+2565.5% | $13,899+140.2% | $1,946+1616.0% |