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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 | $109,583 | $97,751+12.1% | $103,447+5.9% | $145,877-24.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 6.86% | 25.43%-18.6pp | 23.92%-17.1pp | 551.28%-544.4pp |
| Employer contribution / active EE | $7,164 | $4,684+52.9% | $4,678+53.1% | $4,663+53.6% |
| Participant deferral / active EE | $0 | $6,603-100.0% | $6,624-100.0% | $6,691-100.0% |
| Admin fee / account holder | $28,158 | $12,515+125.0% | $9,415+199.1% | $13,402+110.1% |