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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 | $38,297 | $160,028-76.1% | $147,080-74.0% | $145,884-73.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 5.90% | 98.60%-92.7pp | 420.17%-414.3pp | 551.85%-545.9pp |
| Employer contribution / active EE | $1,616 | $5,286-69.4% | $4,933-67.2% | $4,662-65.3% |
| Participant deferral / active EE | $1,864 | $8,422-77.9% | $8,066-76.9% | $6,690-72.1% |
| Admin fee / account holder | $23,441 | $15,030+56.0% | $12,989+80.5% | $13,392+75.0% |