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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 | $63,217 | $213,785-70.4% | $185,441-65.9% | $155,188-59.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 4.02% | 19.97%-15.9pp | 20.16%-16.1pp | 148.84%-144.8pp |
| Employer contribution / active EE | $16,000 | $5,393+196.7% | $4,672+242.4% | $4,248+276.7% |
| Participant deferral / active EE | $0 | $6,864-100.0% | $6,152-100.0% | $6,531-100.0% |
| Admin fee / account holder | $4,000 | $21,134-81.1% | $17,890-77.6% | $14,480-72.4% |