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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 | $58,099 | $165,399-64.9% | $149,745-61.2% | $158,982-63.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 4.34% | 348.34%-344.0pp | 276.72%-272.4pp | 302.99%-298.7pp |
| Employer contribution / active EE | $6,544 | $5,105+28.2% | $4,646+40.9% | $4,763+37.4% |
| Participant deferral / active EE | $2,013 | $7,183-72.0% | $6,843-70.6% | $5,983-66.3% |
| Admin fee / account holder | $4,118 | $10,811-61.9% | $9,312-55.8% | $11,252-63.4% |