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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 | $103,301 | $102,385+0.9% | $147,080-29.8% | $80,935+27.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 4.90% | 135.09%-130.2pp | 420.17%-415.3pp | 35.66%-30.8pp |
| Employer contribution / active EE | $11,620 | $3,717+212.6% | $4,933+135.5% | $2,757+321.5% |
| Participant deferral / active EE | $0 | $6,651-100.0% | $8,066-100.0% | $4,299-100.0% |
| Admin fee / account holder | $8,736 | $7,951+9.9% | $12,989-32.7% | $6,924+26.2% |