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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 | $49,533 | $152,587-67.5% | $125,175-60.4% | $152,870-67.6% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 8.84% | 54.84%-46.0pp | 43.79%-35.0pp | 345.34%-336.5pp |
| Employer contribution / active EE | $17,417 | $4,946+252.1% | $3,865+350.6% | $4,763+265.7% |
| Participant deferral / active EE | $0 | $5,868-100.0% | $4,937-100.0% | $5,850-100.0% |
| Admin fee / account holder | $363 | $13,434-97.3% | $9,702-96.3% | $11,597-96.9% |