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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 | $75,004 | $209,336-64.2% | $197,124-62.0% | $137,256-45.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 4.17% | 48.09%-43.9pp | 44.34%-40.2pp | 220.34%-216.2pp |
| Employer contribution / active EE | $6,500 | $6,591-1.4% | $6,227+4.4% | $4,156+56.4% |
| Participant deferral / active EE | $349 | $9,614-96.4% | $9,135-96.2% | $6,407-94.6% |
| Admin fee / account holder | $27,450 | $17,308+58.6% | $16,298+68.4% | $12,270+123.7% |