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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 | $60,805 | $201,370-69.8% | $184,256-67.0% | $145,897-58.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 2.63% | 29.05%-26.4pp | 28.85%-26.2pp | 552.29%-549.7pp |
| Employer contribution / active EE | $1,460 | $7,024-79.2% | $6,427-77.3% | $4,663-68.7% |
| Participant deferral / active EE | $1,460 | $9,808-85.1% | $9,133-84.0% | $6,689-78.2% |
| Admin fee / account holder | $76,533 | $16,364+367.7% | $13,899+450.6% | $13,390+471.6% |