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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 | $214,835 | $93,617+129.5% | $135,982+58.0% | $75,177+185.8% |
| Participation rate | 91.2% | 75.2%+16.0pp | 81.9%+9.3pp | 67.2%+24.0pp |
| Annual return | -3.77% | 30.89%-34.7pp | 68.32%-72.1pp | 160.75%-164.5pp |
| Employer contribution / active EE | $12,568 | $3,538+255.2% | $4,859+158.7% | $2,671+370.5% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $7,265 | $6,980+4.1% | $10,767-32.5% | $5,651+28.6% |