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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 | $149,758 | $88,672+68.9% | $105,223+42.3% | $82,448+81.6% |
| Participation rate | 93.1% | 67.9%+25.2pp | 75.0%+18.1pp | 68.1%+25.0pp |
| Annual return | 7.96% | 30.86%-22.9pp | 180.65%-172.7pp | 41.64%-33.7pp |
| Employer contribution / active EE | $8,339 | $3,048+173.6% | $3,689+126.1% | $2,551+226.9% |
| Participant deferral / active EE | $54 | $4,036-98.7% | $5,072-98.9% | $4,139-98.7% |
| Admin fee / account holder | $12,284 | $7,146+71.9% | $8,859+38.7% | $7,234+69.8% |