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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 | $146,123 | $100,033+46.1% | $149,716-2.4% | $70,124+108.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 11.04% | 27.43%-16.4pp | 1501.67%-1490.6pp | 73.14%-62.1pp |
| Employer contribution / active EE | $7,086 | $3,661+93.5% | $5,444+30.2% | $2,342+202.5% |
| Participant deferral / active EE | $760 | $4,982-84.7% | $6,568-88.4% | $3,332-77.2% |
| Admin fee / account holder | $6,822 | $8,285-17.7% | $11,282-39.5% | $4,645+46.8% |