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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 | $154,228-65.7% | $145,433-63.6% | $137,256-61.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 5.79% | 74.59%-68.8pp | 66.58%-60.8pp | 220.34%-214.6pp |
| Employer contribution / active EE | $932 | $4,804-80.6% | $4,554-79.5% | $4,156-77.6% |
| Participant deferral / active EE | $2,038 | $8,216-75.2% | $7,897-74.2% | $6,407-68.2% |
| Admin fee / account holder | $133,166 | $14,344+828.4% | $13,129+914.3% | $12,270+985.3% |