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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 | $107,593 | $145,431-26.0% | $211,142-49.0% | $87,485+23.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.3%+12.7pp | 68.9%+31.1pp |
| Annual return | 10.87% | 27.21%-16.3pp | 46.84%-36.0pp | 26.06%-15.2pp |
| Employer contribution / active EE | $7,870 | $4,662+68.8% | $6,442+22.2% | $2,596+203.1% |
| Participant deferral / active EE | $0 | $6,859-100.0% | $9,284-100.0% | $4,274-100.0% |
| Admin fee / account holder | $5,708 | $17,052-66.5% | $19,076-70.1% | $7,775-26.6% |