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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 | $102,823 | $86,919+18.3% | $102,457+0.4% | $80,911+27.1% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 2.07% | 18.90%-16.8pp | 29.41%-27.3pp | 35.63%-33.6pp |
| Employer contribution / active EE | $8,961 | $2,368+278.4% | $3,022+196.5% | $2,756+225.2% |
| Participant deferral / active EE | $0 | $4,119-100.0% | $5,054-100.0% | $4,297-100.0% |
| Admin fee / account holder | $2,173 | $8,049-73.0% | $9,451-77.0% | $6,935-68.7% |