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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 | $105,117 | $83,485+25.9% | $125,192-16.0% | $72,975+44.0% |
| Participation rate | 81.8% | 73.3%+8.5pp | 79.8%+2.0pp | 69.5%+12.3pp |
| Annual return | 2.43% | 25.77%-23.3pp | 43.79%-41.4pp | 81.01%-78.6pp |
| Employer contribution / active EE | $11,344 | $2,346+383.6% | $3,866+193.4% | $2,440+364.9% |
| Participant deferral / active EE | $0 | $3,586-100.0% | $4,937-100.0% | $3,608-100.0% |
| Admin fee / account holder | $16,546 | $5,518+199.9% | $9,704+70.5% | $5,124+222.9% |