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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 | $102,836 | $64,359+59.8% | $90,161+14.1% | $70,126+46.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | -5.48% | 28.13%-33.6pp | 34.89%-40.4pp | 73.15%-78.6pp |
| Employer contribution / active EE | $17,290 | $2,046+745.2% | $3,318+421.1% | $2,343+638.1% |
| Participant deferral / active EE | $0 | $4,389-100.0% | $5,287-100.0% | $3,332-100.0% |
| Admin fee / account holder | $11,323 | $3,945+187.0% | $5,943+90.5% | $4,645+143.7% |