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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 | $120,603 | $183,539-34.3% | $155,556-22.5% | $145,897-17.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.76% | 61.31%-53.6pp | 64.84%-57.1pp | 552.29%-544.5pp |
| Employer contribution / active EE | $1,379 | $5,315-74.1% | $4,675-70.5% | $4,663-70.4% |
| Participant deferral / active EE | $115 | $6,467-98.2% | $5,631-98.0% | $6,689-98.3% |
| Admin fee / account holder | $16,128 | $19,275-16.3% | $15,885+1.5% | $13,390+20.4% |