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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 | $148,737 | $138,312+7.5% | $122,979+20.9% | $155,188-4.2% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 4.93% | 22.06%-17.1pp | 20.12%-15.2pp | 148.84%-143.9pp |
| Employer contribution / active EE | $10,308 | $3,530+192.0% | $3,062+236.6% | $4,248+142.7% |
| Participant deferral / active EE | $0 | $5,592-100.0% | $5,003-100.0% | $6,531-100.0% |
| Admin fee / account holder | $3,066 | $15,089-79.7% | $12,864-76.2% | $14,480-78.8% |