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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 | $181,619 | $48,078+277.8% | $78,676+130.8% | $62,881+188.8% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 1.00% | 31.36%-30.4pp | 62.19%-61.2pp | 20.14%-19.1pp |
| Employer contribution / active EE | $17,153 | $2,015+751.5% | $2,850+501.8% | $2,281+652.0% |
| Participant deferral / active EE | $437 | $2,587-83.1% | $3,517-87.6% | $3,203-86.4% |
| Admin fee / account holder | $28,465 | $3,206+787.9% | $4,510+531.1% | $4,296+562.6% |