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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 | $201,372-81.3% | $184,260-79.5% | $145,884-74.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 5.16% | 29.04%-23.9pp | 28.84%-23.7pp | 551.85%-546.7pp |
| Employer contribution / active EE | $5,633 | $7,024-19.8% | $6,427-12.4% | $4,662+20.8% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,690-100.0% |
| Admin fee / account holder | $364 | $16,362-97.8% | $13,898-97.4% | $13,392-97.3% |