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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 | $122,695 | $60,349+103.3% | $74,184+65.4% | $62,881+95.1% |
| Participation rate | 74.6% | 72.7%+1.8pp | 76.6%-2.0pp | 69.3%+5.3pp |
| Annual return | 1.00% | 21.38%-20.4pp | 17.74%-16.7pp | 20.14%-19.1pp |
| Employer contribution / active EE | $7,210 | $1,680+329.1% | $2,370+204.2% | $2,281+216.1% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $84,930 | $4,261+1893.3% | $5,586+1420.5% | $4,296+1877.1% |