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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 | $84,728 | $52,306+62.0% | $69,779+21.4% | $62,881+34.7% |
| Participation rate | 100.0% | 67.2%+32.8pp | 71.8%+28.2pp | 69.3%+30.7pp |
| Annual return | 4.07% | 13.35%-9.3pp | 12.99%-8.9pp | 20.14%-16.1pp |
| Employer contribution / active EE | $11,478 | $1,799+538.0% | $2,338+390.9% | $2,281+403.2% |
| Participant deferral / active EE | $0 | $2,395-100.0% | $2,931-100.0% | $3,203-100.0% |
| Admin fee / account holder | $701 | $3,691-81.0% | $4,381-84.0% | $4,296-83.7% |