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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 | $86,862 | $78,425+10.8% | $95,956-9.5% | $79,858+8.8% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 3.98% | 19.37%-15.4pp | 91.63%-87.6pp | 31.72%-27.7pp |
| Employer contribution / active EE | $7,143 | $1,945+267.2% | $2,541+181.1% | $2,471+189.1% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $642 | $5,622-88.6% | $6,797-90.6% | $5,306-87.9% |