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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 | $125,742 | $60,349+108.4% | $74,184+69.5% | $62,881+100.0% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 4.08% | 21.38%-17.3pp | 17.74%-13.7pp | 20.14%-16.1pp |
| Employer contribution / active EE | $9,146 | $1,680+444.3% | $2,370+285.9% | $2,281+301.0% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $3,199 | $4,261-24.9% | $5,586-42.7% | $4,296-25.5% |