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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 | $211,224-56.0% | $178,505-47.9% | $145,897-36.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 5.13% | 30.28%-25.2pp | 27.16%-22.0pp | 552.29%-547.2pp |
| Employer contribution / active EE | $6,732 | $4,577+47.1% | $3,955+70.2% | $4,663+44.4% |
| Participant deferral / active EE | $950 | $6,966-86.4% | $6,280-84.9% | $6,689-85.8% |
| Admin fee / account holder | $675 | $12,109-94.4% | $10,428-93.5% | $13,390-95.0% |