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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 | $80,962 | $78,705+2.9% | $117,860-31.3% | $70,124+15.5% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 5.40% | 23.30%-17.9pp | 335.10%-329.7pp | 73.14%-67.7pp |
| Employer contribution / active EE | $8,507 | $2,223+282.6% | $3,786+124.7% | $2,342+263.1% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,495 | $5,065-50.7% | $8,021-68.9% | $4,645-46.3% |