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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 | $122,522 | $77,920+57.2% | $149,723-18.2% | $75,177+63.0% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 3.58% | 31.72%-28.1pp | 134.50%-130.9pp | 160.75%-157.2pp |
| Employer contribution / active EE | $16,050 | $3,138+411.4% | $4,821+232.9% | $2,671+500.9% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $5,682-100.0% | $4,126-100.0% |
| Admin fee / account holder | $9,979 | $5,951+67.7% | $13,215-24.5% | $5,651+76.6% |