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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 | $207,198 | $81,504+154.2% | $102,437+102.3% | $80,959+155.9% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | -3.72% | 25.60%-29.3pp | 24.95%-28.7pp | 35.67%-39.4pp |
| Employer contribution / active EE | $28,187 | $3,104+808.2% | $3,871+628.2% | $2,757+922.3% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $15,375 | $6,719+128.8% | $8,388+83.3% | $6,925+122.0% |