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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 | $137,926 | $116,203+18.7% | $93,621+47.3% | $152,897-9.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 7.05% | 35.96%-28.9pp | 32.76%-25.7pp | 345.43%-338.4pp |
| Employer contribution / active EE | $1,600 | $3,219-50.3% | $2,719-41.1% | $4,764-66.4% |
| Participant deferral / active EE | $0 | $4,605-100.0% | $4,070-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,231 | $10,751-79.2% | $7,890-71.7% | $11,599-80.8% |