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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 | $177,933 | $99,994+77.9% | $146,643+21.3% | $85,847+107.3% |
| Participation rate | 96.3% | 73.1%+23.2pp | 80.1%+16.2pp | 69.3%+27.0pp |
| Annual return | 2.42% | 18.93%-16.5pp | 22.75%-20.3pp | 318.61%-316.2pp |
| Employer contribution / active EE | $9,763 | $2,559+281.5% | $4,137+136.0% | $2,565+280.6% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $5,506-100.0% | $3,952-100.0% |
| Admin fee / account holder | $8,628 | $7,703+12.0% | $10,280-16.1% | $6,261+37.8% |