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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 | $16,650 | $155,555-89.3% | $146,866-88.7% | $155,188-89.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 4.36% | 115.41%-111.1pp | 102.85%-98.5pp | 148.84%-144.5pp |
| Employer contribution / active EE | $1,355 | $4,647-70.8% | $4,425-69.4% | $4,248-68.1% |
| Participant deferral / active EE | $1,355 | $8,044-83.2% | $7,759-82.5% | $6,531-79.3% |
| Admin fee / account holder | $25,143 | $14,755+70.4% | $13,620+84.6% | $14,480+73.6% |