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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 | $192,792 | $67,602+185.2% | $82,312+134.2% | $70,126+174.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 2.12% | 21.57%-19.4pp | 25.88%-23.8pp | 73.15%-71.0pp |
| Employer contribution / active EE | $8,269 | $1,755+371.2% | $2,428+240.5% | $2,343+253.0% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $10,253 | $4,512+127.3% | $5,608+82.8% | $4,645+120.7% |