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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 | $143,268 | $98,776+45.0% | $149,745-4.3% | $79,856+79.4% |
| Participation rate | 95.8% | 75.8%+20.0pp | 82.5%+13.4pp | 69.6%+26.2pp |
| Annual return | 8.99% | 27.38%-18.4pp | 276.72%-267.7pp | 31.71%-22.7pp |
| Employer contribution / active EE | $12,596 | $3,217+291.5% | $4,646+171.1% | $2,471+409.7% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $45,482 | $6,053+651.4% | $9,312+388.4% | $5,306+757.1% |