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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 | $97,938 | $185,905-47.3% | $170,057-42.4% | $139,487-29.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 3.76% | 60.56%-56.8pp | 53.42%-49.7pp | 373.84%-370.1pp |
| Employer contribution / active EE | $2,095 | $7,597-72.4% | $6,790-69.2% | $4,755-55.9% |
| Participant deferral / active EE | $736 | $11,627-93.7% | $10,411-92.9% | $6,713-89.0% |
| Admin fee / account holder | $14,026 | $15,397-8.9% | $12,826+9.4% | $11,407+23.0% |