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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 | $104,788 | $99,652+5.2% | $78,778+33.0% | $147,586-29.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 2.93% | 47.28%-44.4pp | 35.62%-32.7pp | 578.59%-575.7pp |
| Employer contribution / active EE | $5,940 | $2,796+112.5% | $1,986+199.2% | $4,876+21.8% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $2,958-100.0% | $5,439-100.0% |
| Admin fee / account holder | $23,447 | $7,155+227.7% | $5,134+356.7% | $10,886+115.4% |