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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 | $94,638 | $81,262+16.5% | $155,602-39.2% | $80,911+17.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 8.48% | 33.34%-24.9pp | 64.81%-56.3pp | 35.63%-27.2pp |
| Employer contribution / active EE | $14,017 | $3,102+351.9% | $4,675+199.8% | $2,756+408.6% |
| Participant deferral / active EE | $0 | $3,451-100.0% | $5,629-100.0% | $4,297-100.0% |
| Admin fee / account holder | $4,042 | $7,992-49.4% | $15,923-74.6% | $6,935-41.7% |