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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 | $86,383 | $117,895-26.7% | $102,460-15.7% | $145,897-40.8% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 8.48% | 31.92%-23.4pp | 29.47%-21.0pp | 552.29%-543.8pp |
| Employer contribution / active EE | $3,933 | $3,619+8.7% | $3,025+30.0% | $4,663-15.7% |
| Participant deferral / active EE | $0 | $5,736-100.0% | $5,056-100.0% | $6,689-100.0% |
| Admin fee / account holder | $779 | $13,353-94.2% | $9,460-91.8% | $13,390-94.2% |