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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 | $164,980 | $105,284+56.7% | $150,734+9.5% | $94,015+75.5% |
| Participation rate | 83.3% | 71.7%+11.6pp | 78.4%+4.9pp | 70.8%+12.5pp |
| Annual return | 5.11% | 15.67%-10.6pp | 600.81%-595.7pp | 17.84%-12.7pp |
| Employer contribution / active EE | $20,365 | $3,599+465.9% | $4,918+314.1% | $2,790+629.9% |
| Participant deferral / active EE | $0 | $4,274-100.0% | $5,610-100.0% | $4,249-100.0% |
| Admin fee / account holder | $6,748 | $9,839-31.4% | $14,905-54.7% | $8,951-24.6% |