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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 | $101,493 | $100,060+1.4% | $149,721-32.2% | $70,126+44.7% |
| Participation rate | 95.5% | 83.6%+11.9pp | 87.1%+8.4pp | 69.5%+25.9pp |
| Annual return | 8.87% | 27.46%-18.6pp | 1501.67%-1492.8pp | 73.15%-64.3pp |
| Employer contribution / active EE | $3,977 | $3,661+8.6% | $5,444-26.9% | $2,343+69.8% |
| Participant deferral / active EE | $0 | $4,982-100.0% | $6,568-100.0% | $3,332-100.0% |
| Admin fee / account holder | $11,466 | $8,285+38.4% | $11,282+1.6% | $4,645+146.8% |