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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 | $61,150 | $154,228-60.4% | $145,433-58.0% | $137,256-55.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 10.71% | 74.59%-63.9pp | 66.58%-55.9pp | 220.34%-209.6pp |
| Employer contribution / active EE | $1,271 | $4,804-73.5% | $4,554-72.1% | $4,156-69.4% |
| Participant deferral / active EE | $1,603 | $8,216-80.5% | $7,897-79.7% | $6,407-75.0% |
| Admin fee / account holder | $38,121 | $14,344+165.8% | $13,129+190.4% | $12,270+210.7% |