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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 | $71,926 | $197,603-63.6% | $177,827-59.6% | $158,950-54.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 1.90% | 58.76%-56.9pp | 48.32%-46.4pp | 302.91%-301.0pp |
| Employer contribution / active EE | $1,681 | $6,698-74.9% | $5,918-71.6% | $4,762-64.7% |
| Participant deferral / active EE | $1,681 | $8,404-80.0% | $7,713-78.2% | $5,983-71.9% |
| Admin fee / account holder | $454 | $15,402-97.1% | $12,429-96.3% | $11,248-96.0% |