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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 | $29,165 | $165,399-82.4% | $149,745-80.5% | $158,982-81.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 7.82% | 348.34%-340.5pp | 276.72%-268.9pp | 302.99%-295.2pp |
| Employer contribution / active EE | $2,284 | $5,105-55.3% | $4,646-50.8% | $4,763-52.0% |
| Participant deferral / active EE | $1,113 | $7,183-84.5% | $6,843-83.7% | $5,983-81.4% |
| Admin fee / account holder | $24,971 | $10,811+131.0% | $9,312+168.2% | $11,252+121.9% |