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Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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 | $59,526 | $201,259-70.4% | $184,200-67.7% | $145,959-59.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | -0.48% | 28.98%-29.5pp | 28.80%-29.3pp | 561.95%-562.4pp |
| Employer contribution / active EE | $850 | $7,018-87.9% | $6,424-86.8% | $4,661-81.8% |
| Participant deferral / active EE | $900 | $9,806-90.8% | $9,132-90.1% | $6,689-86.5% |
| Admin fee / account holder | $303 | $16,372-98.2% | $13,907-97.8% | $13,398-97.7% |