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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 | $91,202 | $185,830-50.9% | $170,004-46.4% | $139,427-34.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 2.73% | 60.52%-57.8pp | 53.39%-50.7pp | 373.27%-370.5pp |
| Employer contribution / active EE | $11,700 | $7,591+54.1% | $6,786+72.4% | $4,752+146.2% |
| Participant deferral / active EE | $0 | $11,622-100.0% | $10,408-100.0% | $6,711-100.0% |
| Admin fee / account holder | $663 | $15,381-95.7% | $12,816-94.8% | $11,404-94.2% |