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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 | $178,069 | $93,598+90.2% | $135,974+31.0% | $75,173+136.9% |
| Participation rate | 87.5% | 75.2%+12.3pp | 81.9%+5.6pp | 67.2%+20.3pp |
| Annual return | 6.72% | 30.89%-24.2pp | 68.30%-61.6pp | 160.72%-154.0pp |
| Employer contribution / active EE | $13,334 | $3,538+276.9% | $4,859+174.4% | $2,671+399.2% |
| Participant deferral / active EE | $0 | $6,405-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $41,688 | $6,978+497.4% | $10,767+287.2% | $5,651+637.8% |