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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 | $32,229 | $165,361-80.5% | $149,715-78.5% | $158,950-79.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 2.91% | 348.24%-345.3pp | 276.66%-273.7pp | 302.91%-300.0pp |
| Employer contribution / active EE | $4,147 | $5,103-18.7% | $4,645-10.7% | $4,762-12.9% |
| Participant deferral / active EE | $761 | $7,182-89.4% | $6,842-88.9% | $5,983-87.3% |
| Admin fee / account holder | $985 | $10,808-90.9% | $9,310-89.4% | $11,248-91.2% |