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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 | $103,054 | $138,366-25.5% | $184,185-44.0% | $80,911+27.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 2.25% | 20.02%-17.8pp | 28.81%-26.6pp | 35.63%-33.4pp |
| Employer contribution / active EE | $7,216 | $4,849+48.8% | $6,426+12.3% | $2,756+161.9% |
| Participant deferral / active EE | $0 | $7,074-100.0% | $9,132-100.0% | $4,297-100.0% |
| Admin fee / account holder | $2,739 | $10,484-73.9% | $13,909-80.3% | $6,935-60.5% |