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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 | $30,627 | $155,555-80.3% | $146,866-79.1% | $155,188-80.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 3.92% | 115.41%-111.5pp | 102.85%-98.9pp | 148.84%-144.9pp |
| Employer contribution / active EE | $997 | $4,647-78.5% | $4,425-77.5% | $4,248-76.5% |
| Participant deferral / active EE | $0 | $8,044-100.0% | $7,759-100.0% | $6,531-100.0% |
| Admin fee / account holder | $3,173 | $14,755-78.5% | $13,620-76.7% | $14,480-78.1% |