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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 | $185,597 | $117,895+57.4% | $102,460+81.1% | $145,897+27.2% |
| Participation rate | 87.0% | 78.6%+8.3pp | 76.5%+10.4pp | 80.3%+6.7pp |
| Annual return | 7.95% | 31.92%-24.0pp | 29.47%-21.5pp | 552.29%-544.3pp |
| Employer contribution / active EE | $1,202 | $3,619-66.8% | $3,025-60.3% | $4,663-74.2% |
| Participant deferral / active EE | $0 | $5,736-100.0% | $5,056-100.0% | $6,689-100.0% |
| Admin fee / account holder | $73,358 | $13,353+449.4% | $9,460+675.4% | $13,390+447.8% |