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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 | $50,190 | $157,304-68.1% | $141,197-64.5% | $152,909-67.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 13.81% | 64.34%-50.5pp | 71.41%-57.6pp | 345.46%-331.7pp |
| Employer contribution / active EE | $2,798 | $5,263-46.8% | $4,736-40.9% | $4,764-41.3% |
| Participant deferral / active EE | $2,148 | $7,111-69.8% | $6,710-68.0% | $5,851-63.3% |
| Admin fee / account holder | $3,202 | $12,126-73.6% | $10,265-68.8% | $11,601-72.4% |