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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 | $104,932 | $93,064+12.8% | $74,577+40.7% | $273,972-61.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | -5.69% | 26.18%-31.9pp | 20.47%-26.2pp | 41.46%-47.1pp |
| Employer contribution / active EE | $13,978 | $3,160+342.4% | $2,525+453.5% | $4,869+187.1% |
| Participant deferral / active EE | $0 | $4,160-100.0% | $3,458-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,200 | $5,273-77.3% | $4,138-71.0% | $10,133-88.2% |