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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 | $127,395 | $111,814+13.9% | $103,378+23.2% | $145,978-12.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 2.99% | 24.80%-21.8pp | 24.91%-21.9pp | 550.52%-547.5pp |
| Employer contribution / active EE | $5,556 | $4,215+31.8% | $3,870+43.5% | $4,662+19.2% |
| Participant deferral / active EE | $0 | $5,618-100.0% | $5,058-100.0% | $6,690-100.0% |
| Admin fee / account holder | $1,795 | $9,764-81.6% | $8,401-78.6% | $13,400-86.6% |