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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 | $231,640 | $80,983+186.0% | $96,544+139.9% | $75,177+208.1% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 0.28% | 27.05%-26.8pp | 25.88%-25.6pp | 160.75%-160.5pp |
| Employer contribution / active EE | $15,980 | $2,282+600.1% | $2,966+438.7% | $2,671+498.3% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,843 | $6,717-42.8% | $8,254-53.4% | $5,651-32.0% |