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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 | $29,508 | $165,381-82.2% | $149,730-80.3% | $158,966-81.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 1.19% | 348.29%-347.1pp | 276.70%-275.5pp | 302.95%-301.8pp |
| Employer contribution / active EE | $2,047 | $5,104-59.9% | $4,645-55.9% | $4,762-57.0% |
| Participant deferral / active EE | $1,222 | $7,182-83.0% | $6,843-82.1% | $5,983-79.6% |
| Admin fee / account holder | $42,753 | $10,809+295.5% | $9,310+359.2% | $11,250+280.0% |