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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 | $56,018 | $201,372-72.2% | $184,260-69.6% | $145,884-61.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 8.29% | 29.04%-20.8pp | 28.84%-20.6pp | 551.85%-543.6pp |
| Employer contribution / active EE | $19,662 | $7,024+179.9% | $6,427+205.9% | $4,662+321.7% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,690-100.0% |
| Admin fee / account holder | $632 | $16,362-96.1% | $13,898-95.5% | $13,392-95.3% |