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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 | $101,560 | $201,370-49.6% | $184,256-44.9% | $145,897-30.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 5.78% | 29.05%-23.3pp | 28.85%-23.1pp | 552.29%-546.5pp |
| Employer contribution / active EE | $6,593 | $7,024-6.1% | $6,427+2.6% | $4,663+41.4% |
| Participant deferral / active EE | $328 | $9,808-96.7% | $9,133-96.4% | $6,689-95.1% |
| Admin fee / account holder | $16,389 | $16,364+0.2% | $13,899+17.9% | $13,390+22.4% |