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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 | $191,873 | $65,027+195.1% | $90,970+110.9% | $79,852+140.3% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 5.60% | 30.45%-24.8pp | 134.58%-129.0pp | 31.72%-26.1pp |
| Employer contribution / active EE | $6,178 | $1,247+395.3% | $2,122+191.1% | $2,471+150.0% |
| Participant deferral / active EE | $0 | $2,512-100.0% | $3,373-100.0% | $3,740-100.0% |
| Admin fee / account holder | $71,846 | $4,535+1484.1% | $5,960+1105.4% | $5,306+1254.0% |