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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 | $227,590 | $67,411+237.6% | $91,004+150.1% | $70,126+224.5% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 4.21% | -40.16%+44.4pp | 4.60%-0.4pp | 73.15%-68.9pp |
| Employer contribution / active EE | $8,504 | $1,786+376.1% | $2,456+246.3% | $2,343+263.0% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $3,548-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3,715 | $4,236-12.3% | $5,417-31.4% | $4,645-20.0% |