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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 | $147,108 | $93,598+57.2% | $135,974+8.2% | $75,173+95.7% |
| Participation rate | 95.5% | 75.2%+20.3pp | 81.9%+13.5pp | 67.2%+28.3pp |
| Annual return | 6.78% | 30.89%-24.1pp | 68.30%-61.5pp | 160.72%-153.9pp |
| Employer contribution / active EE | $12,500 | $3,538+253.3% | $4,859+157.3% | $2,671+368.0% |
| Participant deferral / active EE | $0 | $6,405-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $4,170 | $6,978-40.2% | $10,767-61.3% | $5,651-26.2% |