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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 | $173,526-85.8% | $136,072-81.9% | $145,884-83.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.4%+23.6pp | 80.3%+19.7pp |
| Annual return | 5.10% | 1167.12%-1162.0pp | 580.46%-575.4pp | 551.85%-546.7pp |
| Employer contribution / active EE | $1,164 | $5,285-78.0% | $4,216-72.4% | $4,662-75.0% |
| Participant deferral / active EE | $1,411 | $8,711-83.8% | $7,028-79.9% | $6,690-78.9% |
| Admin fee / account holder | $3,487 | $9,665-63.9% | $6,718-48.1% | $13,392-74.0% |