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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 | $65,645 | $228,352-71.3% | $185,835-64.7% | $158,966-58.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 3.79% | 40.81%-37.0pp | 35.96%-32.2pp | 302.95%-299.2pp |
| Employer contribution / active EE | $1,583 | $4,967-68.1% | $4,087-61.3% | $4,762-66.8% |
| Participant deferral / active EE | $346 | $6,416-94.6% | $5,633-93.9% | $5,983-94.2% |
| Admin fee / account holder | $615 | $11,867-94.8% | $9,502-93.5% | $11,250-94.5% |