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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 | $100,633 | $104,098-3.3% | $140,514-28.4% | $94,015+7.0% |
| Participation rate | 100.0% | 73.7%+26.3pp | 77.8%+22.2pp | 70.8%+29.2pp |
| Annual return | 3.29% | 15.14%-11.8pp | 14.36%-11.1pp | 17.84%-14.6pp |
| Employer contribution / active EE | $8,090 | $2,388+238.8% | $3,378+139.5% | $2,790+190.0% |
| Participant deferral / active EE | $0 | $4,033-100.0% | $4,919-100.0% | $4,249-100.0% |
| Admin fee / account holder | $7,390 | $10,439-29.2% | $13,697-46.1% | $8,951-17.4% |