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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 | $72,965 | $148,582-50.9% | $135,942-46.3% | $139,456-47.7% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 2.20% | 79.26%-77.1pp | 68.28%-66.1pp | 373.45%-371.3pp |
| Employer contribution / active EE | $16,585 | $5,245+216.2% | $4,858+241.4% | $4,753+249.0% |
| Participant deferral / active EE | $0 | $8,101-100.0% | $7,759-100.0% | $6,711-100.0% |
| Admin fee / account holder | $1,024 | $12,402-91.7% | $10,764-90.5% | $11,407-91.0% |