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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 | $212,386-64.7% | $199,883-62.5% | $138,895-46.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 4.17% | 47.75%-43.6pp | 43.81%-39.6pp | 145.39%-141.2pp |
| Employer contribution / active EE | $6,500 | $6,625-1.9% | $6,261+3.8% | $4,194+55.0% |
| Participant deferral / active EE | $349 | $9,617-96.4% | $9,138-96.2% | $6,396-94.5% |
| Admin fee / account holder | $27,450 | $18,233+50.5% | $17,268+59.0% | $12,562+118.5% |