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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 | $132,230 | $110,137+20.1% | $161,149-17.9% | $82,637+60.0% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 6.91% | 20.69%-13.8pp | 21.16%-14.2pp | 53.51%-46.6pp |
| Employer contribution / active EE | $4,577 | $2,856+60.3% | $4,360+5.0% | $2,552+79.3% |
| Participant deferral / active EE | $0 | $4,575-100.0% | $6,153-100.0% | $4,126-100.0% |
| Admin fee / account holder | $9,045 | $9,467-4.5% | $15,194-40.5% | $7,339+23.3% |