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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 | $71,197+76.5% | $93,669+34.2% | $80,925+55.3% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | 2.67% | 11.27%-8.6pp | 133.59%-130.9pp | 35.65%-33.0pp |
| Employer contribution / active EE | $13,574 | $1,565+767.5% | $2,424+460.1% | $2,756+392.5% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $4,416-100.0% | $4,299-100.0% |
| Admin fee / account holder | $7,257 | $6,959+4.3% | $8,291-12.5% | $6,940+4.6% |