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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 | $214,150 | $77,896+174.9% | $134,172+59.6% | $82,448+159.7% |
| Participation rate | 100.0% | 62.8%+37.2pp | 72.5%+27.5pp | 68.1%+31.9pp |
| Annual return | -1.45% | 18.21%-19.7pp | 25.30%-26.7pp | 41.64%-43.1pp |
| Employer contribution / active EE | $18,021 | $2,159+734.6% | $3,420+426.9% | $2,551+606.4% |
| Participant deferral / active EE | $0 | $3,162-100.0% | $4,690-100.0% | $4,139-100.0% |
| Admin fee / account holder | $28,228 | $6,336+345.5% | $12,016+134.9% | $7,234+290.2% |