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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 | $51,962 | $88,778-41.5% | $81,844-36.5% | $145,884-64.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 8.62% | 1033.03%-1024.4pp | 778.87%-770.2pp | 551.85%-543.2pp |
| Employer contribution / active EE | $3,500 | $3,087+13.4% | $2,916+20.0% | $4,662-24.9% |
| Participant deferral / active EE | $618 | $4,648-86.7% | $4,323-85.7% | $6,690-90.8% |
| Admin fee / account holder | $997 | $8,430-88.2% | $7,355-86.4% | $13,392-92.6% |