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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 | $43,040 | $177,156-75.7% | $147,027-70.7% | $154,746-72.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 1.77% | 21.94%-20.2pp | 20.23%-18.5pp | 172.34%-170.6pp |
| Employer contribution / active EE | $18,692 | $4,336+331.0% | $3,626+415.5% | $4,379+326.8% |
| Participant deferral / active EE | $1,500 | $5,797-74.1% | $4,933-69.6% | $6,730-77.7% |
| Admin fee / account holder | $112,232 | $14,904+653.0% | $12,223+818.2% | $14,365+681.3% |