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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 | $122,535 | $146,267-16.2% | $197,124-37.8% | $82,448+48.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 4.13% | 29.61%-25.5pp | 44.34%-40.2pp | 41.64%-37.5pp |
| Employer contribution / active EE | $8,236 | $4,723+74.4% | $6,227+32.3% | $2,551+222.9% |
| Participant deferral / active EE | $0 | $7,035-100.0% | $9,135-100.0% | $4,139-100.0% |
| Admin fee / account holder | $31,805 | $14,422+120.5% | $16,298+95.1% | $7,234+339.6% |