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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 | $55,650 | $197,637-71.8% | $177,848-68.7% | $158,982-65.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 1.51% | 58.77%-57.3pp | 48.33%-46.8pp | 302.99%-301.5pp |
| Employer contribution / active EE | $2,408 | $6,698-64.1% | $5,919-59.3% | $4,763-49.4% |
| Participant deferral / active EE | $1,080 | $8,405-87.2% | $7,714-86.0% | $5,983-82.0% |
| Admin fee / account holder | $5,604 | $15,406-63.6% | $12,431-54.9% | $11,252-50.2% |