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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 | $76,058 | $63,346+20.1% | $92,240-17.5% | $70,126+8.5% |
| Participation rate | 73.3% | 68.7%+4.7pp | 76.5%-3.1pp | 69.5%+3.8pp |
| Annual return | 5.46% | 530.19%-524.7pp | 176.29%-170.8pp | 73.15%-67.7pp |
| Employer contribution / active EE | $12,061 | $2,471+388.1% | $3,680+227.8% | $2,343+414.9% |
| Participant deferral / active EE | $608 | $2,854-78.7% | $3,897-84.4% | $3,332-81.8% |
| Admin fee / account holder | $7,583 | $3,841+97.4% | $5,194+46.0% | $4,645+63.2% |