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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 | $100,471 | $275,752-63.6% | $256,809-60.9% | $198,609-49.4% |
| Participation rate | 80.0% | 89.2%-9.2pp | 88.5%-8.5pp | 82.4%-2.4pp |
| Annual return | 2.56% | 34.81%-32.3pp | 32.73%-30.2pp | 202.70%-200.1pp |
| Employer contribution / active EE | $3,200 | $7,721-58.6% | $7,263-55.9% | $5,055-36.7% |
| Participant deferral / active EE | $565 | $10,037-94.4% | $9,520-94.1% | $6,977-91.9% |
| Admin fee / account holder | $133,120 | $25,716+417.7% | $25,146+429.4% | $19,030+599.5% |