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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 | $170,132 | $72,071+136.1% | $68,368+148.8% | $137,256+24.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 11.85% | 353.14%-341.3pp | 292.57%-280.7pp | 220.34%-208.5pp |
| Employer contribution / active EE | $7,508 | $2,788+169.3% | $2,649+183.4% | $4,156+80.6% |
| Participant deferral / active EE | $360 | $4,410-91.8% | $4,123-91.3% | $6,407-94.4% |
| Admin fee / account holder | $2,109 | $5,336-60.5% | $5,150-59.1% | $12,270-82.8% |