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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 | $30,424 | $165,361-81.6% | $149,715-79.7% | $158,950-80.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 5.72% | 348.24%-342.5pp | 276.66%-270.9pp | 302.91%-297.2pp |
| Employer contribution / active EE | $1,002 | $5,103-80.4% | $4,645-78.4% | $4,762-78.9% |
| Participant deferral / active EE | $1,002 | $7,182-86.0% | $6,842-85.3% | $5,983-83.2% |
| Admin fee / account holder | $1,496 | $10,808-86.2% | $9,310-83.9% | $11,248-86.7% |