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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 | $148,616 | $56,894+161.2% | $84,753+75.4% | $62,881+136.3% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | -4.75% | 6.30%-11.1pp | 22.78%-27.5pp | 20.14%-24.9pp |
| Employer contribution / active EE | $21,890 | $2,400+812.2% | $3,574+512.4% | $2,281+859.7% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $8,402 | $3,581+134.6% | $5,333+57.6% | $4,296+95.6% |