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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 | $45,335 | $201,370-77.5% | $184,256-75.4% | $145,897-68.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 4.31% | 29.05%-24.7pp | 28.85%-24.5pp | 552.29%-548.0pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,656 | $9,808-83.1% | $9,133-81.9% | $6,689-75.2% |
| Admin fee / account holder | $1,606 | $16,364-90.2% | $13,899-88.4% | $13,390-88.0% |