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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 | $64,235 | $183,592-65.0% | $155,574-58.7% | $145,877-56.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.67% | 61.37%-53.7pp | 64.87%-57.2pp | 551.28%-543.6pp |
| Employer contribution / active EE | $1,100 | $5,317-79.3% | $4,676-76.5% | $4,663-76.4% |
| Participant deferral / active EE | $1,618 | $6,466-75.0% | $5,629-71.3% | $6,691-75.8% |
| Admin fee / account holder | $604 | $19,316-96.9% | $15,914-96.2% | $13,402-95.5% |