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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 | $58,803 | $185,856-68.4% | $170,028-65.4% | $139,456-57.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 4.16% | 60.52%-56.4pp | 53.39%-49.2pp | 373.45%-369.3pp |
| Employer contribution / active EE | $4,301 | $7,593-43.4% | $6,788-36.6% | $4,753-9.5% |
| Participant deferral / active EE | $1,440 | $11,623-87.6% | $10,409-86.2% | $6,711-78.5% |
| Admin fee / account holder | $4,011 | $15,387-73.9% | $12,820-68.7% | $11,407-64.8% |