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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 | $113,232 | $98,766+14.6% | $149,730-24.4% | $79,852+41.8% |
| Participation rate | 97.1% | 75.8%+21.4pp | 82.5%+14.7pp | 69.6%+27.5pp |
| Annual return | 1.04% | 27.43%-26.4pp | 276.70%-275.7pp | 31.72%-30.7pp |
| Employer contribution / active EE | $13,571 | $3,217+321.9% | $4,645+192.2% | $2,471+449.2% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,740-100.0% |
| Admin fee / account holder | $36,326 | $6,052+500.2% | $9,310+290.2% | $5,306+584.6% |