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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 | $70,352 | $117,895-40.3% | $102,460-31.3% | $145,897-51.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 7.27% | 31.92%-24.6pp | 29.47%-22.2pp | 552.29%-545.0pp |
| Employer contribution / active EE | $9,358 | $3,619+158.6% | $3,025+209.3% | $4,663+100.7% |
| Participant deferral / active EE | $0 | $5,736-100.0% | $5,056-100.0% | $6,689-100.0% |
| Admin fee / account holder | $666 | $13,353-95.0% | $9,460-93.0% | $13,390-95.0% |