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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 | $71,661 | $96,524-25.8% | $75,900-5.6% | $152,909-53.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 4.52% | 33.93%-29.4pp | 30.73%-26.2pp | 345.46%-340.9pp |
| Employer contribution / active EE | $5,400 | $3,311+63.1% | $2,501+115.9% | $4,764+13.3% |
| Participant deferral / active EE | $798 | $4,554-82.5% | $3,604-77.9% | $5,851-86.4% |
| Admin fee / account holder | $1,523 | $8,082-81.2% | $5,421-71.9% | $11,601-86.9% |