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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 | $62,086+274.2% | $90,259+157.4% | $64,340+261.0% |
| Participation rate | 100.0% | 53.9%+46.1pp | 70.7%+29.3pp | 55.2%+44.8pp |
| Annual return | 0.98% | 16.73%-15.8pp | 18.88%-17.9pp | 24.14%-23.2pp |
| Employer contribution / active EE | $5,497 | $1,883+192.0% | $2,291+139.9% | $1,862+195.3% |
| Participant deferral / active EE | $0 | $2,557-100.0% | $3,827-100.0% | $2,980-100.0% |
| Admin fee / account holder | $14,460 | $3,317+335.9% | $7,267+99.0% | $3,703+290.5% |