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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 | $112,541 | $65,027+73.1% | $90,970+23.7% | $79,852+40.9% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 2.64% | 30.45%-27.8pp | 134.58%-131.9pp | 31.72%-29.1pp |
| Employer contribution / active EE | $6,511 | $1,247+422.0% | $2,122+206.8% | $2,471+163.5% |
| Participant deferral / active EE | $0 | $2,512-100.0% | $3,373-100.0% | $3,740-100.0% |
| Admin fee / account holder | $25,570 | $4,535+463.8% | $5,960+329.0% | $5,306+381.9% |