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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 | $125,818 | $93,598+34.4% | $135,974-7.5% | $75,173+67.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 2.24% | 30.89%-28.6pp | 68.30%-66.1pp | 160.72%-158.5pp |
| Employer contribution / active EE | $12,829 | $3,538+262.6% | $4,859+164.0% | $2,671+380.3% |
| Participant deferral / active EE | $0 | $6,405-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $930 | $6,978-86.7% | $10,767-91.4% | $5,651-83.5% |