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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 | $80,503 | $185,312-56.6% | $161,489-50.1% | $154,746-48.0% |
| Participation rate | 87.5% | 82.5%+5.0pp | 78.7%+8.8pp | 80.7%+6.8pp |
| Annual return | 5.91% | 103.84%-97.9pp | 89.72%-83.8pp | 172.34%-166.4pp |
| Employer contribution / active EE | $3,750 | $4,769-21.4% | $4,268-12.1% | $4,379-14.4% |
| Participant deferral / active EE | $0 | $6,350-100.0% | $5,630-100.0% | $6,730-100.0% |
| Admin fee / account holder | $963 | $18,654-94.8% | $16,006-94.0% | $14,365-93.3% |