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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 | $104,473 | $102,632+1.8% | $81,988+27.4% | $158,950-34.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 4.69% | 61.05%-56.4pp | 41.31%-36.6pp | 302.91%-298.2pp |
| Employer contribution / active EE | $2,500 | $3,241-22.9% | $2,498+0.1% | $4,762-47.5% |
| Participant deferral / active EE | $0 | $4,649-100.0% | $3,722-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,590 | $8,237-80.7% | $5,665-71.9% | $11,248-85.9% |