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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 | $128,687 | $65,696+95.9% | $56,429+128.1% | $147,586-12.8% |
| Participation rate | 100.0% | 85.5%+14.5pp | 80.0%+20.0pp | 82.8%+17.2pp |
| Annual return | 4.05% | 13.32%-9.3pp | 19.04%-15.0pp | 578.59%-574.5pp |
| Employer contribution / active EE | $5,421 | $4,121+31.5% | $3,405+59.2% | $4,876+11.2% |
| Participant deferral / active EE | $0 | $4,876-100.0% | $3,951-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,152 | $5,947-80.6% | $4,466-74.2% | $10,886-89.4% |