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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 | $125,678 | $71,057+76.9% | $93,654+34.2% | $80,874+55.4% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 2.67% | 11.26%-8.6pp | 133.34%-130.7pp | 35.62%-32.9pp |
| Employer contribution / active EE | $13,574 | $1,564+767.9% | $2,421+460.7% | $2,756+392.6% |
| Participant deferral / active EE | $0 | $4,034-100.0% | $4,413-100.0% | $4,297-100.0% |
| Admin fee / account holder | $7,257 | $6,944+4.5% | $8,282-12.4% | $6,935+4.6% |