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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 | $120,706 | $57,061+111.5% | $85,063+41.9% | $80,911+49.2% |
| Participation rate | 100.0% | 56.3%+43.7pp | 67.5%+32.5pp | 67.6%+32.4pp |
| Annual return | 8.43% | 21.66%-13.2pp | 66.54%-58.1pp | 35.63%-27.2pp |
| Employer contribution / active EE | $17,699 | $1,799+884.0% | $2,727+549.0% | $2,756+542.2% |
| Participant deferral / active EE | $0 | $3,110-100.0% | $4,523-100.0% | $4,297-100.0% |
| Admin fee / account holder | $28,129 | $4,986+464.1% | $6,155+357.0% | $6,935+305.6% |