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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 | $42,624 | $183,539-76.8% | $155,556-72.6% | $145,897-70.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 6.86% | 61.31%-54.4pp | 64.84%-58.0pp | 552.29%-545.4pp |
| Employer contribution / active EE | $2,513 | $5,315-52.7% | $4,675-46.3% | $4,663-46.1% |
| Participant deferral / active EE | $1,468 | $6,467-77.3% | $5,631-73.9% | $6,689-78.1% |
| Admin fee / account holder | $1,016 | $19,275-94.7% | $15,885-93.6% | $13,390-92.4% |