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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 | $100,605 | $117,859-14.6% | $102,438-1.8% | $145,959-31.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 3.58% | 31.72%-28.1pp | 29.37%-25.8pp | 561.95%-558.4pp |
| Employer contribution / active EE | $2,017 | $3,615-44.2% | $3,024-33.3% | $4,661-56.7% |
| Participant deferral / active EE | $535 | $5,732-90.7% | $5,054-89.4% | $6,689-92.0% |
| Admin fee / account holder | $43,376 | $13,318+225.7% | $9,448+359.1% | $13,398+223.8% |