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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 | $209,305 | $78,707+165.9% | $117,861+77.6% | $70,126+198.5% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 2.99% | 23.30%-20.3pp | 335.11%-332.1pp | 73.15%-70.2pp |
| Employer contribution / active EE | $14,945 | $2,223+572.1% | $3,786+294.7% | $2,343+538.0% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $5,996 | $5,066+18.4% | $8,021-25.2% | $4,645+29.1% |