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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 | $112,587 | $100,041+12.5% | $149,718-24.8% | $70,131+60.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 10.88% | 27.43%-16.6pp | 1501.70%-1490.8pp | 73.14%-62.3pp |
| Employer contribution / active EE | $4,857 | $3,662+32.6% | $5,444-10.8% | $2,342+107.3% |
| Participant deferral / active EE | $2,187 | $4,983-56.1% | $6,568-66.7% | $3,332-34.3% |
| Admin fee / account holder | $10,327 | $8,286+24.6% | $11,283-8.5% | $4,645+122.3% |