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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 | $51,800 | $96,691-46.4% | $86,656-40.2% | $139,487-62.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 9.90% | 106.87%-97.0pp | 593.09%-583.2pp | 373.84%-363.9pp |
| Employer contribution / active EE | $620 | $3,267-81.0% | $3,025-79.5% | $4,755-87.0% |
| Participant deferral / active EE | $227 | $4,838-95.3% | $4,439-94.9% | $6,713-96.6% |
| Admin fee / account holder | $548 | $6,414-91.5% | $5,619-90.3% | $11,407-95.2% |