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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 | $37,178 | $155,555-76.1% | $146,866-74.7% | $155,188-76.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 5.83% | 115.41%-109.6pp | 102.85%-97.0pp | 148.84%-143.0pp |
| Employer contribution / active EE | $2,202 | $4,647-52.6% | $4,425-50.2% | $4,248-48.2% |
| Participant deferral / active EE | $2,298 | $8,044-71.4% | $7,759-70.4% | $6,531-64.8% |
| Admin fee / account holder | $46,905 | $14,755+217.9% | $13,620+244.4% | $14,480+223.9% |