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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 | $41,531 | $159,934-74.0% | $147,005-71.7% | $145,959-71.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.10% | 98.24%-90.1pp | 418.76%-410.7pp | 561.95%-553.8pp |
| Employer contribution / active EE | $1,172 | $5,287-77.8% | $4,934-76.2% | $4,661-74.8% |
| Participant deferral / active EE | $1,957 | $8,427-76.8% | $8,070-75.7% | $6,689-70.7% |
| Admin fee / account holder | $1,709 | $15,053-88.6% | $13,006-86.9% | $13,398-87.2% |