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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 | $24,650 | $173,340-85.8% | $136,007-81.9% | $145,959-83.1% |
| Participation rate | 100.0% | 80.5%+19.5pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 5.10% | 1163.32%-1158.2pp | 579.32%-574.2pp | 561.95%-556.8pp |
| Employer contribution / active EE | $1,164 | $5,275-77.9% | $4,215-72.4% | $4,661-75.0% |
| Participant deferral / active EE | $1,411 | $8,699-83.8% | $7,024-79.9% | $6,689-78.9% |
| Admin fee / account holder | $3,487 | $9,954-65.0% | $6,858-49.1% | $13,398-74.0% |