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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 | $119,918 | $86,330+38.9% | $121,871-1.6% | $94,015+27.6% |
| Participation rate | 100.0% | 66.7%+33.3pp | 73.2%+26.8pp | 70.8%+29.2pp |
| Annual return | -2.88% | 14.95%-17.8pp | 13.57%-16.4pp | 17.84%-20.7pp |
| Employer contribution / active EE | $6,305 | $2,292+175.0% | $2,731+130.8% | $2,790+126.0% |
| Participant deferral / active EE | $0 | $3,146-100.0% | $4,318-100.0% | $4,249-100.0% |
| Admin fee / account holder | $5,208 | $7,346-29.1% | $11,551-54.9% | $8,951-41.8% |