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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 | $232,295 | $63,904+263.5% | $89,340+160.0% | $67,986+241.7% |
| Participation rate | 100.0% | 54.3%+45.7pp | 69.6%+30.4pp | 57.2%+42.8pp |
| Annual return | 0.98% | 18.09%-17.1pp | 20.57%-19.6pp | 31.67%-30.7pp |
| Employer contribution / active EE | $5,497 | $1,627+237.8% | $2,231+146.3% | $2,019+172.3% |
| Participant deferral / active EE | $0 | $2,691-100.0% | $3,823-100.0% | $3,358-100.0% |
| Admin fee / account holder | $14,460 | $3,315+336.2% | $6,704+115.7% | $3,203+351.4% |