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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 | $90,356 | $65,367+38.2% | $92,915-2.8% | $72,976+23.8% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 12.89% | 42.11%-29.2pp | 109.45%-96.6pp | 81.02%-68.1pp |
| Employer contribution / active EE | $2,381 | $2,594-8.2% | $3,653-34.8% | $2,440-2.4% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $13,184 | $4,251+210.1% | $5,796+127.5% | $5,124+157.3% |