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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 | $86,763 | $172,111-49.6% | $150,298-42.3% | $137,256-36.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 3.61% | 69.37%-65.8pp | 62.79%-59.2pp | 220.34%-216.7pp |
| Employer contribution / active EE | $5,744 | $4,636+23.9% | $4,154+38.3% | $4,156+38.2% |
| Participant deferral / active EE | $654 | $6,166-89.4% | $5,453-88.0% | $6,407-89.8% |
| Admin fee / account holder | $129,490 | $16,471+686.2% | $14,116+817.3% | $12,270+955.3% |