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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 | $224,593 | $95,453+135.3% | $112,040+100.5% | $82,448+172.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 5.35% | 23.92%-18.6pp | 24.52%-19.2pp | 41.64%-36.3pp |
| Employer contribution / active EE | $13,000 | $2,318+460.9% | $2,954+340.1% | $2,551+409.6% |
| Participant deferral / active EE | $0 | $4,224-100.0% | $5,098-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,751 | $9,013-80.6% | $12,098-85.5% | $7,234-75.8% |