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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 | $93,600 | $99,875-6.3% | $146,866-36.3% | $86,983+7.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 8.52% | 28.10%-19.6pp | 102.85%-94.3pp | 25.83%-17.3pp |
| Employer contribution / active EE | $4,691 | $3,224+45.5% | $4,425+6.0% | $2,584+81.5% |
| Participant deferral / active EE | $0 | $6,322-100.0% | $7,759-100.0% | $4,194-100.0% |
| Admin fee / account holder | $3,006 | $7,838-61.6% | $13,620-77.9% | $7,856-61.7% |