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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 | $52,952 | $162,136-67.3% | $152,301-65.2% | $154,746-65.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 5.79% | 91.02%-85.2pp | 80.50%-74.7pp | 172.34%-166.5pp |
| Employer contribution / active EE | $932 | $4,890-80.9% | $4,624-79.8% | $4,379-78.7% |
| Participant deferral / active EE | $2,038 | $8,341-75.6% | $8,004-74.5% | $6,730-69.7% |
| Admin fee / account holder | $133,166 | $15,759+745.0% | $14,398+824.9% | $14,365+827.0% |