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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 | $140,758 | $76,371+84.3% | $93,621+50.3% | $72,976+92.9% |
| Participation rate | 100.0% | 71.8%+28.2pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 6.02% | 25.82%-19.8pp | 32.76%-26.7pp | 81.02%-75.0pp |
| Employer contribution / active EE | $7,986 | $2,276+250.9% | $2,719+193.8% | $2,440+227.3% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,070-100.0% | $3,608-100.0% |
| Admin fee / account holder | $5,502 | $6,839-19.6% | $7,890-30.3% | $5,124+7.4% |