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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 | $275,752-72.8% | $256,809-70.8% | $198,609-62.2% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 4.17% | 34.81%-30.6pp | 32.73%-28.6pp | 202.70%-198.5pp |
| Employer contribution / active EE | $6,500 | $7,721-15.8% | $7,263-10.5% | $5,055+28.6% |
| Participant deferral / active EE | $349 | $10,037-96.5% | $9,520-96.3% | $6,977-95.0% |
| Admin fee / account holder | $27,450 | $25,716+6.7% | $25,146+9.2% | $19,030+44.2% |