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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 | $146,137 | $122,042+19.7% | $184,260-20.7% | $74,459+96.3% |
| Participation rate | 90.9% | 85.5%+5.4pp | 86.8%+4.1pp | 67.2%+23.7pp |
| Annual return | 9.77% | 19.91%-10.1pp | 28.84%-19.1pp | 1369.70%-1359.9pp |
| Employer contribution / active EE | $5,869 | $4,537+29.3% | $6,427-8.7% | $2,626+123.5% |
| Participant deferral / active EE | $3,895 | $7,143-45.5% | $9,133-57.4% | $4,350-10.5% |
| Admin fee / account holder | $18,891 | $1,252+1408.7% | $13,898+35.9% | $1,945+871.4% |