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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 | $147,348 | $217,432-32.2% | $185,849-20.7% | $167,536-12.0% |
| Participation rate | 88.9% | 86.1%+2.8pp | 81.7%+7.2pp | 82.1%+6.8pp |
| Annual return | 7.68% | 148.42%-140.7pp | 122.10%-114.4pp | 478.82%-471.1pp |
| Employer contribution / active EE | $2,222 | $5,875-62.2% | $5,169-57.0% | $4,839-54.1% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,342-100.0% |
| Admin fee / account holder | $186,510 | $19,818+841.1% | $16,244+1048.2% | $12,315+1414.6% |