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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 | $51,622 | $174,379-70.4% | $152,093-66.1% | $138,895-62.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 2.20% | 74.86%-72.7pp | 66.36%-64.2pp | 145.39%-143.2pp |
| Employer contribution / active EE | $2,778 | $4,652-40.3% | $4,175-33.5% | $4,194-33.8% |
| Participant deferral / active EE | $0 | $6,159-100.0% | $5,451-100.0% | $6,396-100.0% |
| Admin fee / account holder | $1,774 | $16,880-89.5% | $14,497-87.8% | $12,562-85.9% |