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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 | $119,990 | $81,504+47.2% | $102,437+17.1% | $80,959+48.2% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 10.31% | 25.60%-15.3pp | 24.95%-14.6pp | 35.67%-25.4pp |
| Employer contribution / active EE | $9,488 | $3,104+205.7% | $3,871+145.1% | $2,757+244.1% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $4,265 | $6,719-36.5% | $8,388-49.2% | $6,925-38.4% |