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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 | $222,868 | $58,828+278.8% | $78,002+185.7% | $62,881+254.4% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 2.22% | 17.16%-14.9pp | 425.99%-423.8pp | 20.14%-17.9pp |
| Employer contribution / active EE | $7,632 | $1,672+356.5% | $2,470+209.0% | $2,281+234.6% |
| Participant deferral / active EE | $0 | $2,686-100.0% | $3,497-100.0% | $3,203-100.0% |
| Admin fee / account holder | $4,245 | $4,393-3.4% | $5,481-22.5% | $4,296-1.2% |