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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 | $75,638 | $117,859-35.8% | $102,438-26.2% | $145,959-48.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 6.00% | 31.72%-25.7pp | 29.37%-23.4pp | 561.95%-555.9pp |
| Employer contribution / active EE | $5,350 | $3,615+48.0% | $3,024+77.0% | $4,661+14.8% |
| Participant deferral / active EE | $0 | $5,732-100.0% | $5,054-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1,792 | $13,318-86.5% | $9,448-81.0% | $13,398-86.6% |