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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 | $92,970 | $211,105-56.0% | $178,449-47.9% | $145,978-36.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 5.13% | 30.19%-25.1pp | 27.09%-22.0pp | 550.52%-545.4pp |
| Employer contribution / active EE | $6,732 | $4,569+47.3% | $3,951+70.4% | $4,662+44.4% |
| Participant deferral / active EE | $950 | $6,959-86.3% | $6,277-84.9% | $6,690-85.8% |
| Admin fee / account holder | $675 | $12,017-94.4% | $10,362-93.5% | $13,400-95.0% |