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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 | $37,700 | $185,883-79.7% | $170,043-77.8% | $139,466-73.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 2.38% | 60.54%-58.2pp | 53.40%-51.0pp | 373.66%-371.3pp |
| Employer contribution / active EE | $1,979 | $7,596-73.9% | $6,790-70.9% | $4,754-58.4% |
| Participant deferral / active EE | $2,600 | $11,626-77.6% | $10,410-75.0% | $6,712-61.3% |
| Admin fee / account holder | $152,977 | $15,393+893.8% | $12,824+1092.9% | $11,409+1240.9% |