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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 | $95,780 | $88,672+8.0% | $105,223-9.0% | $82,448+16.2% |
| Participation rate | 94.3% | 67.9%+26.4pp | 75.0%+19.2pp | 68.1%+26.2pp |
| Annual return | 6.88% | 30.86%-24.0pp | 180.65%-173.8pp | 41.64%-34.8pp |
| Employer contribution / active EE | $10,714 | $3,048+251.5% | $3,689+190.5% | $2,551+320.0% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $4,772 | $7,146-33.2% | $8,859-46.1% | $7,234-34.0% |