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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 | $119,751 | $88,707+35.0% | $74,184+61.4% | $273,972-56.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -1.15% | 11.94%-13.1pp | 17.74%-18.9pp | 41.46%-42.6pp |
| Employer contribution / active EE | $8,750 | $3,159+177.0% | $2,370+269.2% | $4,869+79.7% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,550-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,126 | $8,717-87.1% | $5,586-79.8% | $10,133-88.9% |