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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 | $104,852 | $115,903-9.5% | $100,528+4.3% | $158,966-34.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 6.23% | 34.80%-28.6pp | 30.90%-24.7pp | 302.95%-296.7pp |
| Employer contribution / active EE | $4,753 | $4,105+15.8% | $3,419+39.0% | $4,762-0.2% |
| Participant deferral / active EE | $0 | $6,677-100.0% | $6,271-100.0% | $5,983-100.0% |
| Admin fee / account holder | $3,147 | $11,000-71.4% | $8,084-61.1% | $11,250-72.0% |