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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 | $142,455 | $103,393+37.8% | $87,103+63.5% | $152,909-6.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 2.50% | 28.10%-25.6pp | 28.19%-25.7pp | 345.46%-343.0pp |
| Employer contribution / active EE | $22,283 | $3,221+591.8% | $2,521+783.7% | $4,764+367.8% |
| Participant deferral / active EE | $14 | $4,778-99.7% | $4,049-99.6% | $5,851-99.8% |
| Admin fee / account holder | $23,764 | $12,195+94.9% | $7,491+217.2% | $11,601+104.8% |