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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 | $185,883-68.4% | $170,043-65.4% | $139,466-57.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 4.16% | 60.54%-56.4pp | 53.40%-49.2pp | 373.66%-369.5pp |
| Employer contribution / active EE | $4,301 | $7,596-43.4% | $6,790-36.7% | $4,754-9.5% |
| Participant deferral / active EE | $1,440 | $11,626-87.6% | $10,410-86.2% | $6,712-78.5% |
| Admin fee / account holder | $4,011 | $15,393-73.9% | $12,824-68.7% | $11,409-64.8% |