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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 | $50,371 | $154,228-67.3% | $145,433-65.4% | $137,256-63.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 5.38% | 74.59%-69.2pp | 66.58%-61.2pp | 220.34%-215.0pp |
| Employer contribution / active EE | $4,380 | $4,804-8.8% | $4,554-3.8% | $4,156+5.4% |
| Participant deferral / active EE | $714 | $8,216-91.3% | $7,897-91.0% | $6,407-88.9% |
| Admin fee / account holder | $503,631 | $14,344+3411.2% | $13,129+3736.0% | $12,270+4004.5% |