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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 | $248,057 | $54,757+353.0% | $90,300+174.7% | $72,983+239.9% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 5.98% | 30.63%-24.6pp | 78.11%-72.1pp | 81.01%-75.0pp |
| Employer contribution / active EE | $16,649 | $2,092+695.6% | $2,854+483.3% | $2,440+582.3% |
| Participant deferral / active EE | $164 | $2,887-94.3% | $3,884-95.8% | $3,608-95.5% |
| Admin fee / account holder | $1,315 | $3,972-66.9% | $5,353-75.4% | $5,124-74.3% |