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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 | $245,654 | $100,194+145.2% | $122,979+99.8% | $86,983+182.4% |
| Participation rate | 100.0% | 73.0%+27.0pp | 77.2%+22.8pp | 69.5%+30.5pp |
| Annual return | -1.23% | 16.47%-17.7pp | 20.12%-21.3pp | 25.83%-27.1pp |
| Employer contribution / active EE | $7,073 | $2,326+204.2% | $3,062+131.0% | $2,584+173.7% |
| Participant deferral / active EE | $0 | $4,133-100.0% | $5,003-100.0% | $4,194-100.0% |
| Admin fee / account holder | $20,770 | $10,148+104.7% | $12,864+61.5% | $7,856+164.4% |