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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 | $45,050+187.4% | $63,018+105.4% | $70,126+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 | 87.62%-77.1pp | 73.15%-62.7pp |
| Employer contribution / active EE | $1,759 | $2,052-14.3% | $2,761-36.3% | $2,343-24.9% |
| Participant deferral / active EE | $474 | $2,466-80.8% | $3,330-85.8% | $3,332-85.8% |
| Admin fee / account holder | $17,706 | $2,834+524.8% | $3,601+391.7% | $4,645+281.1% |