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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 | $73,999 | $107,421-31.1% | $182,262-59.4% | $94,015-21.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 84.2%+15.8pp | 70.8%+29.2pp |
| Annual return | 6.06% | 21.32%-15.3pp | 140.60%-134.5pp | 17.84%-11.8pp |
| Employer contribution / active EE | $6,330 | $3,448+83.6% | $5,046+25.5% | $2,790+126.9% |
| Participant deferral / active EE | $2,327 | $6,558-64.5% | $8,276-71.9% | $4,249-45.2% |
| Admin fee / account holder | $17,276 | $8,692+98.8% | $16,712+3.4% | $8,951+93.0% |