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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 | $106,311 | $70,684+50.4% | $169,397-37.2% | $75,177+41.4% |
| Participation rate | 100.0% | 64.8%+35.2pp | 77.2%+22.8pp | 67.2%+32.8pp |
| Annual return | 6.98% | 36.38%-29.4pp | 406.23%-399.2pp | 160.75%-153.8pp |
| Employer contribution / active EE | $5,501 | $2,211+148.8% | $4,013+37.1% | $2,671+106.0% |
| Participant deferral / active EE | $0 | $4,310-100.0% | $6,223-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,230 | $5,404-77.2% | $9,017-86.4% | $5,651-78.2% |