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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 | $128,012 | $85,766+49.3% | $136,298-6.1% | $70,126+82.5% |
| Participation rate | 82.1% | 74.2%+8.0pp | 81.9%+0.2pp | 69.5%+12.6pp |
| Annual return | 11.53% | 31.46%-19.9pp | 5156.27%-5144.7pp | 73.15%-61.6pp |
| Employer contribution / active EE | $8,550 | $2,966+188.3% | $4,696+82.1% | $2,343+265.0% |
| Participant deferral / active EE | $2,096 | $5,051-58.5% | $6,247-66.5% | $3,332-37.1% |
| Admin fee / account holder | $40,350 | $5,421+644.4% | $9,244+336.5% | $4,645+768.6% |