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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 | $118,981 | $107,421+10.8% | $182,262-34.7% | $94,015+26.6% |
| Participation rate | 91.1% | 77.8%+13.3pp | 84.2%+6.9pp | 70.8%+20.3pp |
| Annual return | 11.86% | 21.32%-9.5pp | 140.60%-128.7pp | 17.84%-6.0pp |
| Employer contribution / active EE | $13,426 | $3,448+289.4% | $5,046+166.1% | $2,790+381.2% |
| Participant deferral / active EE | $0 | $6,558-100.0% | $8,276-100.0% | $4,249-100.0% |
| Admin fee / account holder | $3,692 | $8,692-57.5% | $16,712-77.9% | $8,951-58.8% |