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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 | $34,967 | $197,594-82.3% | $177,822-80.3% | $158,931-78.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 5.96% | 58.76%-52.8pp | 48.32%-42.4pp | 302.86%-296.9pp |
| Employer contribution / active EE | $1,469 | $6,697-78.1% | $5,918-75.2% | $4,761-69.1% |
| Participant deferral / active EE | $2,317 | $8,405-72.4% | $7,714-70.0% | $5,982-61.3% |
| Admin fee / account holder | $6,186 | $15,400-59.8% | $12,428-50.2% | $11,247-45.0% |