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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 | $103,694 | $103,000+0.7% | $90,300+14.8% | $152,885-32.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 5.09% | 95.19%-90.1pp | 78.11%-73.0pp | 345.39%-340.3pp |
| Employer contribution / active EE | $3,201 | $3,138+2.0% | $2,854+12.2% | $4,763-32.8% |
| Participant deferral / active EE | $450 | $4,281-89.5% | $3,884-88.4% | $5,851-92.3% |
| Admin fee / account holder | $6,980 | $6,173+13.1% | $5,353+30.4% | $11,598-39.8% |