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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 | $32,771 | $201,344-83.7% | $184,243-82.2% | $145,877-77.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 3.51% | 29.01%-25.5pp | 28.82%-25.3pp | 551.28%-547.8pp |
| Employer contribution / active EE | $2,928 | $7,022-58.3% | $6,427-54.4% | $4,663-37.2% |
| Participant deferral / active EE | $2,435 | $9,807-75.2% | $9,132-73.3% | $6,691-63.6% |
| Admin fee / account holder | $46,172 | $16,382+181.8% | $13,914+231.8% | $13,402+244.5% |