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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 | $93,957 | $78,707+19.4% | $117,861-20.3% | $70,126+34.0% |
| Participation rate | 98.0% | 73.2%+24.8pp | 79.7%+18.3pp | 69.5%+28.4pp |
| Annual return | 4.97% | 23.30%-18.3pp | 335.11%-330.1pp | 73.15%-68.2pp |
| Employer contribution / active EE | $6,318 | $2,223+184.1% | $3,786+66.8% | $2,343+169.7% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,895 | $5,066-62.6% | $8,021-76.4% | $4,645-59.2% |