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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 | $180,450 | $65,704+174.6% | $94,229+91.5% | $59,633+202.6% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | -3.00% | 5.22%-8.2pp | 10.68%-13.7pp | 2041.45%-2044.5pp |
| Employer contribution / active EE | $4,035 | $2,021+99.7% | $3,587+12.5% | $2,203+83.2% |
| Participant deferral / active EE | $0 | $3,143-100.0% | $4,320-100.0% | $3,192-100.0% |
| Admin fee / account holder | $9,870 | $4,265+131.4% | $6,269+57.4% | $4,297+129.7% |