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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 | $44,606 | $154,228-71.1% | $145,433-69.3% | $137,256-67.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 6.41% | 74.59%-68.2pp | 66.58%-60.2pp | 220.34%-213.9pp |
| Employer contribution / active EE | $1,929 | $4,804-59.9% | $4,554-57.7% | $4,156-53.6% |
| Participant deferral / active EE | $1,929 | $8,216-76.5% | $7,897-75.6% | $6,407-69.9% |
| Admin fee / account holder | $241,644 | $14,344+1584.7% | $13,129+1740.5% | $12,270+1869.4% |