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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 | $133,491 | $97,751+36.6% | $103,447+29.0% | $145,877-8.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 8.95% | 25.43%-16.5pp | 23.92%-15.0pp | 551.28%-542.3pp |
| Employer contribution / active EE | $5,756 | $4,684+22.9% | $4,678+23.0% | $4,663+23.4% |
| Participant deferral / active EE | $0 | $6,603-100.0% | $6,624-100.0% | $6,691-100.0% |
| Admin fee / account holder | $76,029 | $12,515+507.5% | $9,415+707.5% | $13,402+467.3% |