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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 | $197,637-82.3% | $177,848-80.3% | $158,982-78.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 5.96% | 58.77%-52.8pp | 48.33%-42.4pp | 302.99%-297.0pp |
| Employer contribution / active EE | $1,469 | $6,698-78.1% | $5,919-75.2% | $4,763-69.2% |
| Participant deferral / active EE | $2,317 | $8,405-72.4% | $7,714-70.0% | $5,983-61.3% |
| Admin fee / account holder | $6,186 | $15,406-59.8% | $12,431-50.2% | $11,252-45.0% |