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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 | $37,713 | $201,259-81.3% | $184,200-79.5% | $145,959-74.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 5.16% | 28.98%-23.8pp | 28.80%-23.6pp | 561.95%-556.8pp |
| Employer contribution / active EE | $5,633 | $7,018-19.7% | $6,424-12.3% | $4,661+20.9% |
| Participant deferral / active EE | $0 | $9,806-100.0% | $9,132-100.0% | $6,689-100.0% |
| Admin fee / account holder | $364 | $16,372-97.8% | $13,907-97.4% | $13,398-97.3% |