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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 | $65,044 | $197,637-67.1% | $177,848-63.4% | $158,982-59.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 4.57% | 58.77%-54.2pp | 48.33%-43.8pp | 302.99%-298.4pp |
| Employer contribution / active EE | $8,454 | $6,698+26.2% | $5,919+42.8% | $4,763+77.5% |
| Participant deferral / active EE | $0 | $8,405-100.0% | $7,714-100.0% | $5,983-100.0% |
| Admin fee / account holder | $77,518 | $15,406+403.2% | $12,431+523.6% | $11,252+589.0% |