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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 | $90,730 | $162,136-44.0% | $152,301-40.4% | $154,746-41.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 3.36% | 91.02%-87.7pp | 80.50%-77.1pp | 172.34%-169.0pp |
| Employer contribution / active EE | $13,500 | $4,890+176.1% | $4,624+191.9% | $4,379+208.3% |
| Participant deferral / active EE | $0 | $8,341-100.0% | $8,004-100.0% | $6,730-100.0% |
| Admin fee / account holder | $139,880 | $15,759+787.6% | $14,398+871.5% | $14,365+873.7% |