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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 | $60,785 | $55,457+9.6% | $77,361-21.4% | $94,015-35.3% |
| Participation rate | 100.0% | 69.8%+30.2pp | 75.0%+25.0pp | 70.8%+29.2pp |
| Annual return | 5.95% | 15.57%-9.6pp | 1011.54%-1005.6pp | 17.84%-11.9pp |
| Employer contribution / active EE | $9,592 | $2,255+325.4% | $2,990+220.8% | $2,790+243.8% |
| Participant deferral / active EE | $0 | $3,069-100.0% | $3,911-100.0% | $4,249-100.0% |
| Admin fee / account holder | $4,796 | $4,334+10.7% | $5,894-18.6% | $8,951-46.4% |