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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 | $170,810 | $69,977+144.1% | $108,582+57.3% | $62,881+171.6% |
| Participation rate | 80.0% | 72.9%+7.1pp | 79.6%+0.4pp | 69.3%+10.7pp |
| Annual return | 2.40% | 10.73%-8.3pp | -51.70%+54.1pp | 20.14%-17.7pp |
| Employer contribution / active EE | $8,000 | $2,135+274.7% | $3,758+112.9% | $2,281+250.7% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,311-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,786 | $5,076-64.8% | $7,645-76.6% | $4,296-58.4% |