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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 | $130,170 | $202,342-35.7% | $172,752-24.6% | $152,897-14.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 2.71% | 1029.83%-1027.1pp | 802.97%-800.3pp | 345.43%-342.7pp |
| Employer contribution / active EE | $11,411 | $5,858+94.8% | $5,144+121.8% | $4,764+139.6% |
| Participant deferral / active EE | $802 | $5,948-86.5% | $5,198-84.6% | $5,851-86.3% |
| Admin fee / account holder | $28,994 | $17,111+69.4% | $13,955+107.8% | $11,599+150.0% |