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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 | $117,829-35.8% | $102,423-26.2% | $145,877-48.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 6.00% | 31.83%-25.8pp | 29.42%-23.4pp | 551.28%-545.3pp |
| Employer contribution / active EE | $5,350 | $3,615+48.0% | $3,023+77.0% | $4,663+14.7% |
| Participant deferral / active EE | $0 | $5,732-100.0% | $5,054-100.0% | $6,691-100.0% |
| Admin fee / account holder | $1,792 | $13,335-86.6% | $9,455-81.1% | $13,402-86.6% |