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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 | $89,688 | $53,412+67.9% | $68,509+30.9% | $52,331+71.4% |
| Participation rate | 100.0% | 71.7%+28.3pp | 74.7%+25.3pp | 68.1%+31.9pp |
| Annual return | -2.08% | 3.42%-5.5pp | 8.27%-10.4pp | 4.54%-6.6pp |
| Employer contribution / active EE | $20,986 | $1,607+1205.8% | $2,278+821.3% | $1,882+1015.2% |
| Participant deferral / active EE | $0 | $2,688-100.0% | $3,382-100.0% | $3,022-100.0% |
| Admin fee / account holder | $3,218 | $461+598.3% | $5,275-39.0% | $592+444.0% |