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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 | $100,194+124.2% | $122,979+82.6% | $86,983+158.2% |
| Participation rate | 100.0% | 73.0%+27.0pp | 77.2%+22.8pp | 69.5%+30.5pp |
| Annual return | 5.35% | 16.47%-11.1pp | 20.12%-14.8pp | 25.83%-20.5pp |
| Employer contribution / active EE | $13,000 | $2,326+459.0% | $3,062+324.5% | $2,584+403.0% |
| Participant deferral / active EE | $0 | $4,133-100.0% | $5,003-100.0% | $4,194-100.0% |
| Admin fee / account holder | $1,751 | $10,148-82.7% | $12,864-86.4% | $7,856-77.7% |