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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 | $130,222 | $76,551+70.1% | $123,894+5.1% | $62,881+107.1% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 3.31% | 18.68%-15.4pp | 47.52%-44.2pp | 20.14%-16.8pp |
| Employer contribution / active EE | $3,210 | $2,882+11.4% | $4,617-30.5% | $2,281+40.7% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $32,812 | $4,826+579.9% | $8,357+292.6% | $4,296+663.8% |