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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 | $91,202 | $185,905-50.9% | $170,057-46.4% | $139,487-34.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 2.73% | 60.56%-57.8pp | 53.42%-50.7pp | 373.84%-371.1pp |
| Employer contribution / active EE | $11,700 | $7,597+54.0% | $6,790+72.3% | $4,755+146.1% |
| Participant deferral / active EE | $0 | $11,627-100.0% | $10,411-100.0% | $6,713-100.0% |
| Admin fee / account holder | $663 | $15,397-95.7% | $12,826-94.8% | $11,407-94.2% |