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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 | $100,416 | $201,370-50.1% | $184,256-45.5% | $145,897-31.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 4.29% | 29.05%-24.8pp | 28.85%-24.6pp | 552.29%-548.0pp |
| Employer contribution / active EE | $3,267 | $7,024-53.5% | $6,427-49.2% | $4,663-29.9% |
| Participant deferral / active EE | $714 | $9,808-92.7% | $9,133-92.2% | $6,689-89.3% |
| Admin fee / account holder | $27,402 | $16,364+67.5% | $13,899+97.1% | $13,390+104.6% |