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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 | $65,881 | $137,414-52.1% | $189,545-65.2% | $85,851-23.3% |
| Participation rate | 96.6% | 84.6%+11.9pp | 87.8%+8.7pp | 69.3%+27.2pp |
| Annual return | 1.31% | 38.14%-36.8pp | 555.36%-554.1pp | 318.63%-317.3pp |
| Employer contribution / active EE | $6,013 | $4,344+38.4% | $6,162-2.4% | $2,565+134.4% |
| Participant deferral / active EE | $546 | $6,260-91.3% | $8,220-93.4% | $3,952-86.2% |
| Admin fee / account holder | $2,284 | $8,630-73.5% | $12,049-81.0% | $6,261-63.5% |