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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 | $37,496 | $69,118-45.8% | $53,647-30.1% | $138,895-73.0% |
| Participation rate | 100.0% | 64.0%+36.0pp | 56.3%+43.7pp | 79.9%+20.1pp |
| Annual return | 4.17% | 248.26%-244.1pp | 358.33%-354.2pp | 145.39%-141.2pp |
| Employer contribution / active EE | $875 | $1,189-26.4% | $962-9.0% | $4,194-79.1% |
| Participant deferral / active EE | $88 | $2,274-96.1% | $1,813-95.1% | $6,396-98.6% |
| Admin fee / account holder | $3,239 | $2,724+18.9% | $2,460+31.7% | $12,562-74.2% |