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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 | $117,895-35.8% | $102,460-26.2% | $145,897-48.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 6.00% | 31.92%-25.9pp | 29.47%-23.5pp | 552.29%-546.3pp |
| Employer contribution / active EE | $5,350 | $3,619+47.8% | $3,025+76.9% | $4,663+14.8% |
| Participant deferral / active EE | $0 | $5,736-100.0% | $5,056-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1,792 | $13,353-86.6% | $9,460-81.1% | $13,390-86.6% |