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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 | $65,436 | $46,599+40.4% | $64,101+2.1% | $75,173-13.0% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 10.13% | 26.06%-15.9pp | 33.72%-23.6pp | 160.72%-150.6pp |
| Employer contribution / active EE | $5,879 | $1,975+197.6% | $2,749+113.9% | $2,671+120.1% |
| Participant deferral / active EE | $5 | $2,837-99.8% | $3,881-99.9% | $4,126-99.9% |
| Admin fee / account holder | $495 | $2,956-83.3% | $3,070-83.9% | $5,651-91.2% |