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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 | $91,692 | $201,370-54.5% | $184,256-50.2% | $145,897-37.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 6.59% | 29.05%-22.5pp | 28.85%-22.3pp | 552.29%-545.7pp |
| Employer contribution / active EE | $3,026 | $7,024-56.9% | $6,427-52.9% | $4,663-35.1% |
| Participant deferral / active EE | $869 | $9,808-91.1% | $9,133-90.5% | $6,689-87.0% |
| Admin fee / account holder | $62,714 | $16,364+283.2% | $13,899+351.2% | $13,390+368.4% |