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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 | $55,526 | $160,070-65.3% | $147,117-62.3% | $145,897-61.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 6.13% | 98.69%-92.6pp | 420.54%-414.4pp | 552.29%-546.2pp |
| Employer contribution / active EE | $1,850 | $5,285-65.0% | $4,932-62.5% | $4,663-60.3% |
| Participant deferral / active EE | $2,313 | $8,419-72.5% | $8,065-71.3% | $6,689-65.4% |
| Admin fee / account holder | $70,159 | $15,035+366.6% | $12,993+440.0% | $13,390+424.0% |