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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 | $97,584 | $87,059+12.1% | $105,608-7.6% | $80,925+20.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | 1.36% | 17.05%-15.7pp | 116.50%-115.1pp | 35.65%-34.3pp |
| Employer contribution / active EE | $18,175 | $2,396+658.4% | $3,167+473.9% | $2,756+559.4% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,010-100.0% | $4,299-100.0% |
| Admin fee / account holder | $7,006 | $8,443-17.0% | $11,028-36.5% | $6,940+0.9% |