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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 | $99,846 | $75,807+31.7% | $116,096-14.0% | $86,983+14.8% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 4.80% | 18.57%-13.8pp | 326.25%-321.4pp | 25.83%-21.0pp |
| Employer contribution / active EE | $963 | $1,892-49.1% | $2,503-61.5% | $2,584-62.7% |
| Participant deferral / active EE | $0 | $3,212-100.0% | $3,952-100.0% | $4,194-100.0% |
| Admin fee / account holder | $13,293 | $6,659+99.6% | $7,704+72.5% | $7,856+69.2% |