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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 | $105,988 | $98,760+7.3% | $149,715-29.2% | $79,858+32.7% |
| Participation rate | 95.6% | 75.8%+19.8pp | 82.5%+13.1pp | 69.6%+26.0pp |
| Annual return | 5.61% | 27.43%-21.8pp | 276.66%-271.1pp | 31.72%-26.1pp |
| Employer contribution / active EE | $13,235 | $3,217+311.4% | $4,645+185.0% | $2,471+435.6% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,842-100.0% | $3,740-100.0% |
| Admin fee / account holder | $28,861 | $6,053+376.8% | $9,310+210.0% | $5,306+443.9% |