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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 | $53,801 | $209,888-74.4% | $189,545-71.6% | $167,553-67.9% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 7.10% | 748.66%-741.6pp | 555.36%-548.3pp | 478.89%-471.8pp |
| Employer contribution / active EE | $1,804 | $6,915-73.9% | $6,162-70.7% | $4,840-62.7% |
| Participant deferral / active EE | $3,222 | $8,934-63.9% | $8,220-60.8% | $6,343-49.2% |
| Admin fee / account holder | $505 | $14,300-96.5% | $12,049-95.8% | $12,316-95.9% |