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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 | $124,378 | $65,027+91.3% | $90,970+36.7% | $79,852+55.8% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 6.23% | 30.45%-24.2pp | 134.58%-128.3pp | 31.72%-25.5pp |
| Employer contribution / active EE | $7,760 | $1,247+522.1% | $2,122+265.6% | $2,471+214.0% |
| Participant deferral / active EE | $794 | $2,512-68.4% | $3,373-76.5% | $3,740-78.8% |
| Admin fee / account holder | $1,533 | $4,535-66.2% | $5,960-74.3% | $5,306-71.1% |