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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 | $90,881 | $60,442+50.4% | $96,754-6.1% | $87,485+3.9% |
| Participation rate | 97.7% | 58.7%+39.0pp | 70.3%+27.5pp | 68.9%+28.8pp |
| Annual return | 5.31% | 21.97%-16.7pp | 82.04%-76.7pp | 26.06%-20.8pp |
| Employer contribution / active EE | $8,877 | $1,691+425.1% | $2,679+231.3% | $2,596+241.9% |
| Participant deferral / active EE | $0 | $3,280-100.0% | $4,758-100.0% | $4,274-100.0% |
| Admin fee / account holder | $27,423 | $5,069+441.0% | $8,905+208.0% | $7,775+252.7% |