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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 | $167,030 | $117,895+41.7% | $102,460+63.0% | $145,897+14.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 0.71% | 31.92%-31.2pp | 29.47%-28.8pp | 552.29%-551.6pp |
| Employer contribution / active EE | $18,691 | $3,619+416.5% | $3,025+517.9% | $4,663+300.9% |
| Participant deferral / active EE | $0 | $5,736-100.0% | $5,056-100.0% | $6,689-100.0% |
| Admin fee / account holder | $30,425 | $13,353+127.9% | $9,460+221.6% | $13,390+127.2% |