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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 | $139,637 | $105,284+32.6% | $150,734-7.4% | $94,015+48.5% |
| Participation rate | 96.7% | 71.7%+24.9pp | 78.4%+18.2pp | 70.8%+25.8pp |
| Annual return | 3.04% | 15.67%-12.6pp | 600.81%-597.8pp | 17.84%-14.8pp |
| Employer contribution / active EE | $13,255 | $3,599+268.3% | $4,918+169.5% | $2,790+375.1% |
| Participant deferral / active EE | $649 | $4,274-84.8% | $5,610-88.4% | $4,249-84.7% |
| Admin fee / account holder | $38,420 | $9,839+290.5% | $14,905+157.8% | $8,951+329.2% |