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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 | $122,535 | $145,431-15.7% | $211,142-42.0% | $87,485+40.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.3%+12.7pp | 68.9%+31.1pp |
| Annual return | 4.13% | 27.21%-23.1pp | 46.84%-42.7pp | 26.06%-21.9pp |
| Employer contribution / active EE | $8,236 | $4,662+76.7% | $6,442+27.8% | $2,596+217.2% |
| Participant deferral / active EE | $0 | $6,859-100.0% | $9,284-100.0% | $4,274-100.0% |
| Admin fee / account holder | $31,805 | $17,052+86.5% | $19,076+66.7% | $7,775+309.1% |