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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 | $185,141-76.8% | $153,416-71.9% | $155,188-72.3% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 80.8%+19.2pp |
| Annual return | 1.77% | 18.72%-17.0pp | 17.84%-16.1pp | 148.84%-147.1pp |
| Employer contribution / active EE | $18,692 | $4,489+316.4% | $3,764+396.6% | $4,248+340.0% |
| Participant deferral / active EE | $1,500 | $5,477-72.6% | $4,723-68.2% | $6,531-77.0% |
| Admin fee / account holder | $112,232 | $16,005+601.2% | $13,095+757.1% | $14,480+675.1% |