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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 | $61,933 | $171,272-63.8% | $127,803-51.5% | $152,909-59.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.0%+21.0pp | 82.5%+17.5pp |
| Annual return | 2.23% | 23.54%-21.3pp | 26.14%-23.9pp | 345.46%-343.2pp |
| Employer contribution / active EE | $2,510 | $5,451-54.0% | $4,576-45.1% | $4,764-47.3% |
| Participant deferral / active EE | $2,074 | $7,043-70.6% | $6,023-65.6% | $5,851-64.6% |
| Admin fee / account holder | $162,078 | $14,540+1014.7% | $9,399+1624.5% | $11,601+1297.1% |