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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 | $207,624 | $76,834+170.2% | $108,359+91.6% | $87,485+137.3% |
| Participation rate | 100.0% | 61.7%+38.3pp | 70.1%+29.9pp | 68.9%+31.1pp |
| Annual return | 6.51% | 19.09%-12.6pp | 36.89%-30.4pp | 26.06%-19.5pp |
| Employer contribution / active EE | $20,000 | $1,556+1185.0% | $2,399+733.5% | $2,596+670.4% |
| Participant deferral / active EE | $0 | $3,100-100.0% | $4,137-100.0% | $4,274-100.0% |
| Admin fee / account holder | $2,908 | $6,537-55.5% | $9,741-70.1% | $7,775-62.6% |