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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 | $57,886 | $197,637-70.7% | $177,848-67.5% | $158,982-63.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 1.34% | 58.77%-57.4pp | 48.33%-47.0pp | 302.99%-301.6pp |
| Employer contribution / active EE | $3,727 | $6,698-44.4% | $5,919-37.0% | $4,763-21.7% |
| Participant deferral / active EE | $2,201 | $8,405-73.8% | $7,714-71.5% | $5,983-63.2% |
| Admin fee / account holder | $19,100 | $15,406+24.0% | $12,431+53.6% | $11,252+69.7% |