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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 | $33,209 | $183,516-81.9% | $155,534-78.6% | $145,884-77.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 4.73% | 61.43%-56.7pp | 64.92%-60.2pp | 551.85%-547.1pp |
| Employer contribution / active EE | $1,675 | $5,315-68.5% | $4,675-64.2% | $4,662-64.1% |
| Participant deferral / active EE | $1,675 | $6,467-74.1% | $5,630-70.3% | $6,690-75.0% |
| Admin fee / account holder | $466 | $19,293-97.6% | $15,900-97.1% | $13,392-96.5% |