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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 | $117,025 | $105,284+11.2% | $150,734-22.4% | $94,015+24.5% |
| Participation rate | 100.0% | 71.7%+28.3pp | 78.4%+21.6pp | 70.8%+29.2pp |
| Annual return | 2.42% | 15.67%-13.3pp | 600.81%-598.4pp | 17.84%-15.4pp |
| Employer contribution / active EE | $12,493 | $3,599+247.1% | $4,918+154.0% | $2,790+347.8% |
| Participant deferral / active EE | $0 | $4,274-100.0% | $5,610-100.0% | $4,249-100.0% |
| Admin fee / account holder | $25,086 | $9,839+155.0% | $14,905+68.3% | $8,951+180.3% |