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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 | $129,456 | $45,041+187.4% | $63,003+105.5% | $70,131+84.6% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 10.48% | 18.76%-8.3pp | 87.59%-77.1pp | 73.14%-62.7pp |
| Employer contribution / active EE | $1,759 | $2,052-14.3% | $2,760-36.3% | $2,342-24.9% |
| Participant deferral / active EE | $474 | $2,465-80.8% | $3,329-85.8% | $3,332-85.8% |
| Admin fee / account holder | $17,706 | $2,836+524.4% | $3,600+391.8% | $4,645+281.1% |