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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 | $105,233 | $102,385+2.8% | $147,080-28.5% | $80,935+30.0% |
| Participation rate | 98.2% | 75.9%+22.3pp | 82.2%+16.0pp | 67.7%+30.6pp |
| Annual return | 9.96% | 135.09%-125.1pp | 420.17%-410.2pp | 35.66%-25.7pp |
| Employer contribution / active EE | $13,036 | $3,717+250.7% | $4,933+164.2% | $2,757+372.9% |
| Participant deferral / active EE | $0 | $6,651-100.0% | $8,066-100.0% | $4,299-100.0% |
| Admin fee / account holder | $4,221 | $7,951-46.9% | $12,989-67.5% | $6,924-39.0% |