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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 | $86,866 | $77,908+11.5% | $149,696-42.0% | $75,173+15.6% |
| Participation rate | 97.4% | 65.6%+31.8pp | 78.8%+18.6pp | 67.2%+30.2pp |
| Annual return | 5.29% | 31.73%-26.4pp | 134.46%-129.2pp | 160.72%-155.4pp |
| Employer contribution / active EE | $9,255 | $3,138+195.0% | $4,821+92.0% | $2,671+246.5% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $5,682-100.0% | $4,126-100.0% |
| Admin fee / account holder | $24,729 | $5,950+315.6% | $13,212+87.2% | $5,651+337.6% |