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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 | $33,430 | $183,516-81.8% | $155,534-78.5% | $145,884-77.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.49% | 61.43%-53.9pp | 64.92%-57.4pp | 551.85%-544.4pp |
| Employer contribution / active EE | $1,346 | $5,315-74.7% | $4,675-71.2% | $4,662-71.1% |
| Participant deferral / active EE | $1,825 | $6,467-71.8% | $5,630-67.6% | $6,690-72.7% |
| Admin fee / account holder | $28,866 | $19,293+49.6% | $15,900+81.6% | $13,392+115.6% |