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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 | $93,491 | $96,731-3.3% | $123,973-24.6% | $86,983+7.5% |
| Participation rate | 100.0% | 70.0%+30.0pp | 76.7%+23.3pp | 69.5%+30.5pp |
| Annual return | 3.55% | 17.33%-13.8pp | 388.13%-384.6pp | 25.83%-22.3pp |
| Employer contribution / active EE | $7,467 | $3,297+126.5% | $4,126+81.0% | $2,584+188.9% |
| Participant deferral / active EE | $0 | $4,152-100.0% | $5,247-100.0% | $4,194-100.0% |
| Admin fee / account holder | $932 | $8,722-89.3% | $11,799-92.1% | $7,856-88.1% |