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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 | $75,201 | $70,684+6.4% | $169,390-55.6% | $75,1730% |
| Participation rate | 100.0% | 64.8%+35.2pp | 77.2%+22.8pp | 67.2%+32.8pp |
| Annual return | 9.02% | 36.38%-27.4pp | 406.07%-397.0pp | 160.72%-151.7pp |
| Employer contribution / active EE | $2,038 | $2,211-7.8% | $4,013-49.2% | $2,671-23.7% |
| Participant deferral / active EE | $1,296 | $4,310-69.9% | $6,222-79.2% | $4,126-68.6% |
| Admin fee / account holder | $16,168 | $5,404+199.2% | $9,015+79.3% | $5,651+186.1% |