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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 | $187,628 | $73,107+156.6% | $114,563+63.8% | $87,485+114.5% |
| Participation rate | 100.0% | 65.8%+34.2pp | 72.9%+27.1pp | 68.9%+31.1pp |
| Annual return | 11.69% | 19.47%-7.8pp | 241.09%-229.4pp | 26.06%-14.4pp |
| Employer contribution / active EE | $14,286 | $1,881+659.4% | $2,592+451.1% | $2,596+450.3% |
| Participant deferral / active EE | $0 | $3,144-100.0% | $4,142-100.0% | $4,274-100.0% |
| Admin fee / account holder | $57,755 | $5,770+901.0% | $7,623+657.6% | $7,775+642.9% |