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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 | $146,718 | $183,627-20.1% | $155,602-5.7% | $145,978+0.5% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 8.53% | 61.32%-52.8pp | 64.81%-56.3pp | 550.52%-542.0pp |
| Employer contribution / active EE | $2,761 | $5,316-48.1% | $4,675-41.0% | $4,662-40.8% |
| Participant deferral / active EE | $733 | $6,466-88.7% | $5,629-87.0% | $6,690-89.0% |
| Admin fee / account holder | $125,337 | $19,327+548.5% | $15,923+687.1% | $13,400+835.3% |