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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 | $49,248 | $175,231-71.9% | $149,696-67.1% | $139,466-64.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 7.58% | 166.77%-159.2pp | 134.46%-126.9pp | 373.66%-366.1pp |
| Employer contribution / active EE | $1,919 | $5,478-65.0% | $4,821-60.2% | $4,754-59.6% |
| Participant deferral / active EE | $1,440 | $6,521-77.9% | $5,682-74.7% | $6,712-78.5% |
| Admin fee / account holder | $18,333 | $16,155+13.5% | $13,212+38.8% | $11,409+60.7% |