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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 | $50,546 | $209,874-75.9% | $189,537-73.3% | $167,536-69.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 4.08% | 748.61%-744.5pp | 555.34%-551.3pp | 478.82%-474.7pp |
| Employer contribution / active EE | $7,040 | $6,913+1.8% | $6,161+14.3% | $4,839+45.5% |
| Participant deferral / active EE | $1,977 | $8,934-77.9% | $8,220-75.9% | $6,342-68.8% |
| Admin fee / account holder | $186,622 | $14,299+1205.2% | $12,048+1449.0% | $12,315+1415.5% |