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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 | $128,867 | $103,393+24.6% | $87,103+47.9% | $152,909-15.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 4.81% | 28.10%-23.3pp | 28.19%-23.4pp | 345.46%-340.7pp |
| Employer contribution / active EE | $19,906 | $3,221+518.0% | $2,521+689.5% | $4,764+317.9% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,049-100.0% | $5,851-100.0% |
| Admin fee / account holder | $8,223 | $12,195-32.6% | $7,491+9.8% | $11,601-29.1% |