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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 | $154,474 | $91,525+68.8% | $130,026+18.8% | $75,181+105.5% |
| Participation rate | 83.6% | 71.4%+12.2pp | 78.5%+5.1pp | 67.2%+16.4pp |
| Annual return | 12.91% | -631.40%+644.3pp | -137.26%+150.2pp | 160.69%-147.8pp |
| Employer contribution / active EE | $8,167 | $2,844+187.2% | $4,321+89.0% | $2,671+205.8% |
| Participant deferral / active EE | $1,792 | $4,342-58.7% | $5,821-69.2% | $4,126-56.6% |
| Admin fee / account holder | $11,502 | $6,778+69.7% | $10,608+8.4% | $5,650+103.6% |