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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 | $107,669 | $93,589+15.0% | $135,942-20.8% | $75,181+43.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 11.44% | 30.90%-19.5pp | 68.28%-56.8pp | 160.69%-149.2pp |
| Employer contribution / active EE | $4,792 | $3,537+35.5% | $4,858-1.3% | $2,671+79.4% |
| Participant deferral / active EE | $2,320 | $6,405-63.8% | $7,759-70.1% | $4,126-43.8% |
| Admin fee / account holder | $9,386 | $6,977+34.5% | $10,764-12.8% | $5,650+66.1% |