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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 | $155,555-66.0% | $146,866-63.9% | $155,188-65.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 5.79% | 115.41%-109.6pp | 102.85%-97.1pp | 148.84%-143.0pp |
| Employer contribution / active EE | $932 | $4,647-79.9% | $4,425-78.9% | $4,248-78.1% |
| Participant deferral / active EE | $2,038 | $8,044-74.7% | $7,759-73.7% | $6,531-68.8% |
| Admin fee / account holder | $133,166 | $14,755+802.5% | $13,620+877.7% | $14,480+819.7% |