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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 | $57,718 | $124,175-53.5% | $108,405-46.8% | $167,536-65.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 6.14% | 1380.13%-1374.0pp | 905.55%-899.4pp | 478.82%-472.7pp |
| Employer contribution / active EE | $1,431 | $4,188-65.8% | $3,559-59.8% | $4,839-70.4% |
| Participant deferral / active EE | $1,403 | $6,908-79.7% | $6,563-78.6% | $6,342-77.9% |
| Admin fee / account holder | $544 | $9,457-94.2% | $7,297-92.5% | $12,315-95.6% |