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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 | $30,843 | $154,228-80.0% | $145,433-78.8% | $137,256-77.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 5.06% | 74.59%-69.5pp | 66.58%-61.5pp | 220.34%-215.3pp |
| Employer contribution / active EE | $1,887 | $4,804-60.7% | $4,554-58.6% | $4,156-54.6% |
| Participant deferral / active EE | $2,063 | $8,216-74.9% | $7,897-73.9% | $6,407-67.8% |
| Admin fee / account holder | $53,262 | $14,344+271.3% | $13,129+305.7% | $12,270+334.1% |