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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 | $133,830 | $82,028+63.2% | $123,105+8.7% | $59,633+124.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | -2.31% | 5.12%-7.4pp | 13.22%-15.5pp | 2041.45%-2043.8pp |
| Employer contribution / active EE | $5,585 | $3,297+69.4% | $5,151+8.4% | $2,203+153.6% |
| Participant deferral / active EE | $1,871 | $4,667-59.9% | $6,229-70.0% | $3,192-41.4% |
| Admin fee / account holder | $5,995 | $5,879+2.0% | $9,014-33.5% | $4,297+39.5% |