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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 | $227,894 | $116,203+96.1% | $93,621+143.4% | $152,909+49.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 5.00% | 35.96%-31.0pp | 32.76%-27.8pp | 345.46%-340.5pp |
| Employer contribution / active EE | $1,752 | $3,219-45.6% | $2,719-35.6% | $4,764-63.2% |
| Participant deferral / active EE | $0 | $4,605-100.0% | $4,070-100.0% | $5,851-100.0% |
| Admin fee / account holder | $643 | $10,751-94.0% | $7,890-91.8% | $11,601-94.5% |