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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 | $109,847 | $105,284+4.3% | $150,734-27.1% | $94,015+16.8% |
| Participation rate | 100.0% | 71.7%+28.3pp | 78.4%+21.6pp | 70.8%+29.2pp |
| Annual return | 9.70% | 15.67%-6.0pp | 600.81%-591.1pp | 17.84%-8.1pp |
| Employer contribution / active EE | $17,973 | $3,599+399.4% | $4,918+265.4% | $2,790+544.2% |
| Participant deferral / active EE | $920 | $4,274-78.5% | $5,610-83.6% | $4,249-78.3% |
| Admin fee / account holder | $3,567 | $9,839-63.7% | $14,905-76.1% | $8,951-60.2% |