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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 | $106,277 | $108,825-2.3% | $156,181-32.0% | $82,448+28.9% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 9.52% | 20.59%-11.1pp | 64.87%-55.4pp | 41.64%-32.1pp |
| Employer contribution / active EE | $3,628 | $2,870+26.4% | $4,294-15.5% | $2,551+42.2% |
| Participant deferral / active EE | $0 | $4,577-100.0% | $6,132-100.0% | $4,139-100.0% |
| Admin fee / account holder | $60,126 | $9,341+543.7% | $14,586+312.2% | $7,234+731.1% |