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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 | $20,733 | $162,136-87.2% | $152,301-86.4% | $154,746-86.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 2.67% | 91.02%-88.4pp | 80.50%-77.8pp | 172.34%-169.7pp |
| Employer contribution / active EE | $1,246 | $4,890-74.5% | $4,624-73.1% | $4,379-71.5% |
| Participant deferral / active EE | $2,401 | $8,341-71.2% | $8,004-70.0% | $6,730-64.3% |
| Admin fee / account holder | $32,876 | $15,759+108.6% | $14,398+128.3% | $14,365+128.9% |