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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 | $120,896 | $69,977+72.8% | $108,582+11.3% | $62,881+92.3% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 2.47% | 10.73%-8.3pp | -51.70%+54.2pp | 20.14%-17.7pp |
| Employer contribution / active EE | $5,167 | $2,135+142.0% | $3,758+37.5% | $2,281+126.5% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,311-100.0% | $3,203-100.0% |
| Admin fee / account holder | $3,395 | $5,076-33.1% | $7,645-55.6% | $4,296-21.0% |