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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 | $98,043 | $124,351-21.2% | $109,188-10.2% | $167,553-41.5% |
| Participation rate | 88.9% | 79.4%+9.4pp | 75.9%+13.0pp | 82.1%+6.8pp |
| Annual return | 8.89% | 26.04%-17.1pp | 25.76%-16.9pp | 478.89%-470.0pp |
| Employer contribution / active EE | $10,618 | $4,210+152.2% | $3,723+185.2% | $4,840+119.4% |
| Participant deferral / active EE | $389 | $5,257-92.6% | $4,654-91.6% | $6,343-93.9% |
| Admin fee / account holder | $43,134 | $7,975+440.9% | $6,755+538.5% | $12,316+250.2% |