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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 | $87,180+145.6% | $173,703+23.3% | $94,015+127.8% |
| Participation rate | 100.0% | 65.6%+34.4pp | 75.9%+24.1pp | 70.8%+29.2pp |
| Annual return | -1.45% | 14.17%-15.6pp | 17.46%-18.9pp | 17.84%-19.3pp |
| Employer contribution / active EE | $18,021 | $2,494+622.5% | $4,288+320.3% | $2,790+545.9% |
| Participant deferral / active EE | $0 | $3,343-100.0% | $4,854-100.0% | $4,249-100.0% |
| Admin fee / account holder | $28,228 | $7,506+276.1% | $15,562+81.4% | $8,951+215.4% |