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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 | $62,783 | $184,014-65.9% | $161,149-61.0% | $138,895-54.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 5.05% | 21.52%-16.5pp | 21.16%-16.1pp | 145.39%-140.3pp |
| Employer contribution / active EE | $0 | $5,055-100.0% | $4,360-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,827 | $6,909-73.6% | $6,153-70.3% | $6,396-71.4% |
| Admin fee / account holder | $64,097 | $18,027+255.6% | $15,194+321.8% | $12,562+410.2% |