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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 | $101,793 | $162,821-37.5% | $133,978-24.0% | $158,982-36.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 4.65% | 41.95%-37.3pp | 45.10%-40.4pp | 302.99%-298.3pp |
| Employer contribution / active EE | $3,750 | $4,976-24.6% | $3,919-4.3% | $4,763-21.3% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $25,883 | $11,742+120.4% | $8,930+189.8% | $11,252+130.0% |