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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 | $43,625 | $213,785-79.6% | $185,441-76.5% | $155,188-71.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 2.72% | 19.97%-17.3pp | 20.16%-17.4pp | 148.84%-146.1pp |
| Employer contribution / active EE | $10,000 | $5,393+85.4% | $4,672+114.0% | $4,248+135.4% |
| Participant deferral / active EE | $0 | $6,864-100.0% | $6,152-100.0% | $6,531-100.0% |
| Admin fee / account holder | $4,850 | $21,134-77.1% | $17,890-72.9% | $14,480-66.5% |