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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 | $165,399-80.5% | $149,745-78.5% | $158,982-79.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 2.91% | 348.34%-345.4pp | 276.72%-273.8pp | 302.99%-300.1pp |
| Employer contribution / active EE | $4,147 | $5,105-18.8% | $4,646-10.7% | $4,763-12.9% |
| Participant deferral / active EE | $761 | $7,183-89.4% | $6,843-88.9% | $5,983-87.3% |
| Admin fee / account holder | $985 | $10,811-90.9% | $9,312-89.4% | $11,252-91.2% |