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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 | $101,928 | $85,766+18.8% | $136,298-25.2% | $70,126+45.4% |
| Participation rate | 78.3% | 74.2%+4.1pp | 81.9%-3.7pp | 69.5%+8.7pp |
| Annual return | 13.08% | 31.46%-18.4pp | 5156.27%-5143.2pp | 73.15%-60.1pp |
| Employer contribution / active EE | $16,708 | $2,966+463.3% | $4,696+255.8% | $2,343+613.3% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $5,161 | $5,421-4.8% | $9,244-44.2% | $4,645+11.1% |