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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 | $108,946 | $83,485+30.5% | $125,195-13.0% | $72,976+49.3% |
| Participation rate | 97.1% | 73.3%+23.8pp | 79.8%+17.4pp | 69.5%+27.7pp |
| Annual return | 0.94% | 25.77%-24.8pp | 43.79%-42.8pp | 81.02%-80.1pp |
| Employer contribution / active EE | $16,897 | $2,346+620.4% | $3,866+337.1% | $2,440+592.5% |
| Participant deferral / active EE | $0 | $3,586-100.0% | $4,937-100.0% | $3,608-100.0% |
| Admin fee / account holder | $7,190 | $5,518+30.3% | $9,704-25.9% | $5,124+40.3% |