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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 | $198,970 | $101,778+95.5% | $164,975+20.6% | $80,925+145.9% |
| Participation rate | 89.5% | 71.8%+17.6pp | 78.6%+10.9pp | 67.7%+21.8pp |
| Annual return | 10.27% | 16.73%-6.5pp | 70.12%-59.8pp | 35.65%-25.4pp |
| Employer contribution / active EE | $12,100 | $2,954+309.6% | $4,343+178.6% | $2,756+339.0% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,033-100.0% | $4,299-100.0% |
| Admin fee / account holder | $4,321 | $8,221-47.4% | $12,688-65.9% | $6,940-37.7% |