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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 | $18,619 | $129,737-85.6% | $119,126-84.4% | $154,746-88.0% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 8.30% | 379.08%-370.8pp | 282.11%-273.8pp | 172.34%-164.0pp |
| Employer contribution / active EE | $1,218 | $4,375-72.2% | $4,034-69.8% | $4,379-72.2% |
| Participant deferral / active EE | $1,538 | $5,842-73.7% | $5,318-71.1% | $6,730-77.1% |
| Admin fee / account holder | $533 | $11,961-95.5% | $10,693-95.0% | $14,365-96.3% |