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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 | $57,646 | $202,345-71.5% | $172,755-66.6% | $152,885-62.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 4.10% | 1029.77%-1025.7pp | 802.94%-798.8pp | 345.39%-341.3pp |
| Employer contribution / active EE | $6,948 | $5,858+18.6% | $5,144+35.1% | $4,763+45.9% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,766 | $17,111-89.7% | $13,955-87.3% | $11,598-84.8% |