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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 | $105,552 | $93,345+13.1% | $119,126-11.4% | $87,485+20.7% |
| Participation rate | 86.4% | 68.7%+17.6pp | 75.8%+10.6pp | 68.9%+17.4pp |
| Annual return | 11.18% | 19.08%-7.9pp | 282.11%-270.9pp | 26.06%-14.9pp |
| Employer contribution / active EE | $8,516 | $3,172+168.5% | $4,034+111.1% | $2,596+228.0% |
| Participant deferral / active EE | $729 | $4,099-82.2% | $5,318-86.3% | $4,274-82.9% |
| Admin fee / account holder | $11,640 | $8,039+44.8% | $10,693+8.9% | $7,775+49.7% |