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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 | $72,409 | $165,381-56.2% | $149,730-51.6% | $158,966-54.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 4.28% | 348.29%-344.0pp | 276.70%-272.4pp | 302.95%-298.7pp |
| Employer contribution / active EE | $2,204 | $5,104-56.8% | $4,645-52.6% | $4,762-53.7% |
| Participant deferral / active EE | $2,116 | $7,182-70.5% | $6,843-69.1% | $5,983-64.6% |
| Admin fee / account holder | $118,195 | $10,809+993.4% | $9,310+1169.5% | $11,250+950.6% |