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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 | $182,616 | $113,338+61.1% | $94,993+92.2% | $147,585+23.7% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 0.63% | 20.80%-20.2pp | 27.14%-26.5pp | 578.58%-578.0pp |
| Employer contribution / active EE | $19,408 | $3,160+514.1% | $2,603+645.5% | $4,876+298.0% |
| Participant deferral / active EE | $0 | $3,777-100.0% | $3,317-100.0% | $5,439-100.0% |
| Admin fee / account holder | $6,143 | $6,063+1.3% | $4,960+23.8% | $10,886-43.6% |