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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 | $130,591 | $63,346+106.2% | $92,240+41.6% | $70,126+86.2% |
| Participation rate | 85.7% | 68.7%+17.0pp | 76.5%+9.2pp | 69.5%+16.2pp |
| Annual return | 10.86% | 530.19%-519.3pp | 176.29%-165.4pp | 73.15%-62.3pp |
| Employer contribution / active EE | $12,443 | $2,471+403.5% | $3,680+238.1% | $2,343+431.2% |
| Participant deferral / active EE | $544 | $2,854-81.0% | $3,897-86.1% | $3,332-83.7% |
| Admin fee / account holder | $10,446 | $3,841+172.0% | $5,194+101.1% | $4,645+124.9% |