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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 | $149,283 | $105,856+41.0% | $90,161+65.6% | $147,586+1.1% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 5.45% | 37.63%-32.2pp | 34.89%-29.4pp | 578.59%-573.1pp |
| Employer contribution / active EE | $2,028 | $4,126-50.9% | $3,318-38.9% | $4,876-58.4% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,287-100.0% | $5,439-100.0% |
| Admin fee / account holder | $18,009 | $8,046+123.8% | $5,943+203.0% | $10,886+65.4% |