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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 | $91,172 | $176,786-48.4% | $146,643-37.8% | $167,536-45.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 2.05% | 24.04%-22.0pp | 22.75%-20.7pp | 478.82%-476.8pp |
| Employer contribution / active EE | $9,375 | $5,161+81.6% | $4,137+126.6% | $4,839+93.7% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,342-100.0% |
| Admin fee / account holder | $19,964 | $13,262+50.5% | $10,280+94.2% | $12,315+62.1% |