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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 | $89,856 | $65,367+37.5% | $92,915-3.3% | $72,976+23.1% |
| Participation rate | 98.8% | 68.3%+30.5pp | 76.0%+22.8pp | 69.5%+29.3pp |
| Annual return | 0.28% | 42.11%-41.8pp | 109.45%-109.2pp | 81.02%-80.7pp |
| Employer contribution / active EE | $6,073 | $2,594+134.2% | $3,653+66.2% | $2,440+148.9% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $2,562 | $4,251-39.7% | $5,796-55.8% | $5,124-50.0% |