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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 | $126,088 | $53,128+137.3% | $86,582+45.6% | $70,126+79.8% |
| Participation rate | 88.9% | 65.3%+23.6pp | 73.5%+15.3pp | 69.5%+19.3pp |
| Annual return | 10.30% | 27.66%-17.4pp | 965.08%-954.8pp | 73.15%-62.8pp |
| Employer contribution / active EE | $427 | $2,068-79.4% | $2,839-85.0% | $2,343-81.8% |
| Participant deferral / active EE | $386 | $2,695-85.7% | $3,609-89.3% | $3,332-88.4% |
| Admin fee / account holder | $2,028 | $3,584-43.4% | $4,904-58.6% | $4,645-56.3% |