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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 | $103,083 | $62,672+64.5% | $185,117-44.3% | $70,124+47.0% |
| Participation rate | 95.7% | 63.8%+31.9pp | 77.3%+18.4pp | 69.5%+26.1pp |
| Annual return | 10.32% | 40.79%-30.5pp | 40.50%-30.2pp | 73.14%-62.8pp |
| Employer contribution / active EE | $5,363 | $1,753+205.9% | $4,182+28.3% | $2,342+129.0% |
| Participant deferral / active EE | $0 | $3,272-100.0% | $5,045-100.0% | $3,332-100.0% |
| Admin fee / account holder | $4,013 | $3,932+2.1% | $8,159-50.8% | $4,645-13.6% |