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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 | $28,302 | $183,627-84.6% | $155,602-81.8% | $145,978-80.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 5.99% | 61.32%-55.3pp | 64.81%-58.8pp | 550.52%-544.5pp |
| Employer contribution / active EE | $5,963 | $5,316+12.2% | $4,675+27.5% | $4,662+27.9% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,690-100.0% |
| Admin fee / account holder | $787 | $19,327-95.9% | $15,923-95.1% | $13,400-94.1% |