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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 | $148,586 | $50,972+191.5% | $88,538+67.8% | $72,975+103.6% |
| Participation rate | 100.0% | 63.4%+36.6pp | 68.7%+31.3pp | 69.5%+30.5pp |
| Annual return | 14.73% | 29.62%-14.9pp | 43.64%-28.9pp | 81.01%-66.3pp |
| Employer contribution / active EE | $4,217 | $1,475+186.0% | $2,098+101.0% | $2,440+72.8% |
| Participant deferral / active EE | $0 | $2,230-100.0% | $2,914-100.0% | $3,608-100.0% |
| Admin fee / account holder | $33,803 | $3,230+946.5% | $4,310+684.2% | $5,124+559.7% |