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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 | $236,333 | $100,004+136.3% | $81,438+190.2% | $145,959+61.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 4.16% | 34.34%-30.2pp | 24.74%-20.6pp | 561.95%-557.8pp |
| Employer contribution / active EE | $4,167 | $2,970+40.3% | $2,460+69.4% | $4,661-10.6% |
| Participant deferral / active EE | $0 | $4,603-100.0% | $3,883-100.0% | $6,689-100.0% |
| Admin fee / account holder | $7,042 | $8,202-14.1% | $5,764+22.2% | $13,398-47.4% |