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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 | $71,358 | $47,479+50.3% | $62,929+13.4% | $82,448-13.5% |
| Participation rate | 96.6% | 66.9%+29.7pp | 73.1%+23.4pp | 68.1%+28.5pp |
| Annual return | 11.57% | 20.34%-8.8pp | 1063.93%-1052.4pp | 41.64%-30.1pp |
| Employer contribution / active EE | $9,908 | $1,885+425.5% | $2,505+295.6% | $2,551+288.4% |
| Participant deferral / active EE | $0 | $2,870-100.0% | $3,888-100.0% | $4,139-100.0% |
| Admin fee / account holder | $2,330 | $3,804-38.8% | $5,065-54.0% | $7,234-67.8% |