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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 | $97,584 | $87,132+12.0% | $105,624-7.6% | $80,959+20.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | 1.36% | 17.03%-15.7pp | 116.20%-114.8pp | 35.67%-34.3pp |
| Employer contribution / active EE | $18,175 | $2,397+658.3% | $3,168+473.8% | $2,757+559.2% |
| Participant deferral / active EE | $0 | $3,985-100.0% | $5,013-100.0% | $4,300-100.0% |
| Admin fee / account holder | $7,006 | $8,449-17.1% | $10,961-36.1% | $6,925+1.2% |