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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 | $152,634 | $77,449+97.1% | $69,483+119.7% | $152,909-0.2% |
| Participation rate | 82.4% | 78.1%+4.3pp | 74.6%+7.8pp | 82.5%-0.1pp |
| Annual return | 4.62% | 39.09%-34.5pp | 28.99%-24.4pp | 345.46%-340.8pp |
| Employer contribution / active EE | $12,971 | $3,316+291.2% | $2,780+366.6% | $4,764+172.3% |
| Participant deferral / active EE | $321 | $4,415-92.7% | $3,537-90.9% | $5,851-94.5% |
| Admin fee / account holder | $21,758 | $6,210+250.4% | $3,841+466.5% | $11,601+87.6% |