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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 | $94,691 | $79,557+19.0% | $118,746-20.3% | $70,126+35.0% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.3%+21.7pp | 69.5%+30.5pp |
| Annual return | 5.31% | 25.64%-20.3pp | 24.54%-19.2pp | 73.15%-67.8pp |
| Employer contribution / active EE | $5,500 | $2,861+92.2% | $4,193+31.2% | $2,343+134.8% |
| Participant deferral / active EE | $0 | $4,089-100.0% | $5,332-100.0% | $3,332-100.0% |
| Admin fee / account holder | $13,459 | $5,374+150.4% | $10,720+25.6% | $4,645+189.7% |