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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 | $97,067 | $99,345-2.3% | $84,753+14.5% | $273,972-64.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 0.01% | 22.93%-22.9pp | 22.78%-22.8pp | 41.46%-41.4pp |
| Employer contribution / active EE | $8,333 | $4,214+97.8% | $3,574+133.1% | $4,869+71.2% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2,047 | $6,645-69.2% | $5,333-61.6% | $10,133-79.8% |