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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 | $31,255 | $217,432-85.6% | $185,851-83.2% | $167,553-81.3% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 8.69% | 148.43%-139.7pp | 122.11%-113.4pp | 478.89%-470.2pp |
| Employer contribution / active EE | $2,602 | $5,874-55.7% | $5,168-49.6% | $4,840-46.2% |
| Participant deferral / active EE | $1,153 | $6,357-81.9% | $5,569-79.3% | $6,343-81.8% |
| Admin fee / account holder | $5,021 | $19,820-74.7% | $16,245-69.1% | $12,316-59.2% |