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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 | $147,248 | $123,793+18.9% | $177,848-17.2% | $79,856+84.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 1.77% | 22.82%-21.1pp | 48.33%-46.6pp | 31.71%-29.9pp |
| Employer contribution / active EE | $7,154 | $4,095+74.7% | $5,919+20.9% | $2,471+189.5% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $7,714-100.0% | $3,741-100.0% |
| Admin fee / account holder | $3,134 | $7,243-56.7% | $12,431-74.8% | $5,306-40.9% |