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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 | $205,803 | $157,304+30.8% | $141,197+45.8% | $152,909+34.6% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 14.06% | 64.34%-50.3pp | 71.41%-57.3pp | 345.46%-331.4pp |
| Employer contribution / active EE | $1,884 | $5,263-64.2% | $4,736-60.2% | $4,764-60.5% |
| Participant deferral / active EE | $2,063 | $7,111-71.0% | $6,710-69.3% | $5,851-64.7% |
| Admin fee / account holder | $130,525 | $12,126+976.4% | $10,265+1171.6% | $11,601+1025.1% |