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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 | $77,073 | $98,240-21.5% | $82,312-6.4% | $147,586-47.8% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 7.78% | 30.85%-23.1pp | 25.88%-18.1pp | 578.59%-570.8pp |
| Employer contribution / active EE | $7,063 | $3,192+121.3% | $2,428+190.9% | $4,876+44.8% |
| Participant deferral / active EE | $1,031 | $4,383-76.5% | $3,706-72.2% | $5,439-81.0% |
| Admin fee / account holder | $18,978 | $8,563+121.6% | $5,608+238.4% | $10,886+74.3% |