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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 | $74,607 | $71,197+4.8% | $93,669-20.4% | $80,925-7.8% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | 8.01% | 11.27%-3.3pp | 133.59%-125.6pp | 35.65%-27.6pp |
| Employer contribution / active EE | $8,733 | $1,565+458.1% | $2,424+260.3% | $2,756+216.8% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $4,416-100.0% | $4,299-100.0% |
| Admin fee / account holder | $3,977 | $6,959-42.9% | $8,291-52.0% | $6,940-42.7% |