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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 | $159,934-65.3% | $147,005-62.2% | $145,959-62.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 6.13% | 98.24%-92.1pp | 418.76%-412.6pp | 561.95%-555.8pp |
| Employer contribution / active EE | $1,850 | $5,287-65.0% | $4,934-62.5% | $4,661-60.3% |
| Participant deferral / active EE | $2,313 | $8,427-72.6% | $8,070-71.3% | $6,689-65.4% |
| Admin fee / account holder | $70,159 | $15,053+366.1% | $13,006+439.4% | $13,398+423.7% |