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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 | $63,333 | $181,896-65.2% | $156,551-59.5% | $273,972-76.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 1.37% | 30.74%-29.4pp | 32.23%-30.9pp | 41.46%-40.1pp |
| Employer contribution / active EE | $10,300 | $6,248+64.9% | $5,501+87.2% | $4,869+111.6% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $41,800 | $15,560+168.6% | $13,028+220.8% | $10,133+312.5% |