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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 | $18,160 | $181,062-90.0% | $158,223-88.5% | $155,188-88.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 5.51% | 57.39%-51.9pp | 52.09%-46.6pp | 148.84%-143.3pp |
| Employer contribution / active EE | $1,705 | $4,565-62.6% | $4,109-58.5% | $4,248-59.9% |
| Participant deferral / active EE | $1,505 | $6,134-75.5% | $5,467-72.5% | $6,531-77.0% |
| Admin fee / account holder | $21,913 | $18,825+16.4% | $16,047+36.6% | $14,480+51.3% |