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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 | $145,373 | $93,617+55.3% | $135,982+6.9% | $75,177+93.4% |
| Participation rate | 86.8% | 75.2%+11.6pp | 81.9%+4.8pp | 67.2%+19.6pp |
| Annual return | 11.71% | 30.89%-19.2pp | 68.32%-56.6pp | 160.75%-149.0pp |
| Employer contribution / active EE | $11,190 | $3,538+216.3% | $4,859+130.3% | $2,671+318.9% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,890 | $6,980-58.6% | $10,767-73.2% | $5,651-48.9% |