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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 | $42,645 | $198,461-78.5% | $170,436-75.0% | $147,585-71.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 6.54% | 257.30%-250.8pp | 205.94%-199.4pp | 578.57%-572.0pp |
| Employer contribution / active EE | $2,136 | $6,184-65.5% | $5,433-60.7% | $4,876-56.2% |
| Participant deferral / active EE | $67 | $5,629-98.8% | $4,939-98.7% | $5,439-98.8% |
| Admin fee / account holder | $7,864 | $16,852-53.3% | $13,880-43.3% | $10,885-27.8% |