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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 | $67,776+242.7% | $90,312+157.2% | $65,306+255.7% |
| Participation rate | 100.0% | 58.1%+41.9pp | 72.9%+27.1pp | 57.7%+42.3pp |
| Annual return | 0.98% | 16.62%-15.6pp | 18.90%-17.9pp | 21.94%-21.0pp |
| Employer contribution / active EE | $5,497 | $2,195+150.4% | $2,243+145.1% | $1,967+179.4% |
| Participant deferral / active EE | $0 | $2,641-100.0% | $3,749-100.0% | $2,959-100.0% |
| Admin fee / account holder | $14,460 | $3,322+335.3% | $8,248+75.3% | $3,480+315.5% |