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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 | $51,219 | $211,288-75.8% | $178,540-71.3% | $145,884-64.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 1.36% | 30.27%-28.9pp | 27.15%-25.8pp | 551.85%-550.5pp |
| Employer contribution / active EE | $26,370 | $4,574+476.5% | $3,953+567.1% | $4,662+465.6% |
| Participant deferral / active EE | $0 | $6,967-100.0% | $6,281-100.0% | $6,690-100.0% |
| Admin fee / account holder | $470 | $12,105-96.1% | $10,424-95.5% | $13,392-96.5% |