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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 | $66,253 | $47,479+39.5% | $62,929+5.3% | $82,448-19.6% |
| Participation rate | 86.0% | 66.9%+19.2pp | 73.1%+12.9pp | 68.1%+18.0pp |
| Annual return | 10.37% | 20.34%-10.0pp | 1063.93%-1053.6pp | 41.64%-31.3pp |
| Employer contribution / active EE | $3,729 | $1,885+97.8% | $2,505+48.9% | $2,551+46.2% |
| Participant deferral / active EE | $0 | $2,870-100.0% | $3,888-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,150 | $3,804-69.8% | $5,065-77.3% | $7,234-84.1% |