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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 | $67,958 | $111,814-39.2% | $103,378-34.3% | $145,978-53.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 7.73% | 24.80%-17.1pp | 24.91%-17.2pp | 550.52%-542.8pp |
| Employer contribution / active EE | $12,556 | $4,215+197.9% | $3,870+224.4% | $4,662+169.3% |
| Participant deferral / active EE | $393 | $5,618-93.0% | $5,058-92.2% | $6,690-94.1% |
| Admin fee / account holder | $674 | $9,764-93.1% | $8,401-92.0% | $13,400-95.0% |