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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 | $199,536 | $65,961+202.5% | $180,320+10.7% | $94,015+112.2% |
| Participation rate | 100.0% | 61.3%+38.7pp | 71.5%+28.5pp | 70.8%+29.2pp |
| Annual return | 1.34% | 14.27%-12.9pp | 778.54%-777.2pp | 17.84%-16.5pp |
| Employer contribution / active EE | $7,576 | $1,737+336.0% | $4,108+84.4% | $2,790+171.5% |
| Participant deferral / active EE | $0 | $3,003-100.0% | $4,304-100.0% | $4,249-100.0% |
| Admin fee / account holder | $2,641 | $4,901-46.1% | $10,000-73.6% | $8,951-70.5% |