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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 | $71,313 | $39,132+82.2% | $57,196+24.7% | $62,881+13.4% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | -0.88% | 9.24%-10.1pp | 14.59%-15.5pp | 20.14%-21.0pp |
| Employer contribution / active EE | $10,844 | $1,874+478.7% | $2,683+304.2% | $2,281+375.4% |
| Participant deferral / active EE | $0 | $2,374-100.0% | $3,096-100.0% | $3,203-100.0% |
| Admin fee / account holder | $3,062 | $2,594+18.0% | $3,141-2.5% | $4,296-28.7% |