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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 | $57,520 | $201,372-71.4% | $184,260-68.8% | $145,884-60.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 5.92% | 29.04%-23.1pp | 28.84%-22.9pp | 551.85%-545.9pp |
| Employer contribution / active EE | $2,122 | $7,024-69.8% | $6,427-67.0% | $4,662-54.5% |
| Participant deferral / active EE | $2,172 | $9,808-77.9% | $9,133-76.2% | $6,690-67.5% |
| Admin fee / account holder | $174,047 | $16,362+963.7% | $13,898+1152.3% | $13,392+1199.7% |