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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 | $51,243 | $47,105+8.8% | $68,368-25.0% | $67,986-24.6% |
| Participation rate | 100.0% | 51.8%+48.2pp | 73.8%+26.2pp | 57.2%+42.8pp |
| Annual return | 11.84% | 48.37%-36.5pp | 292.57%-280.7pp | 31.67%-19.8pp |
| Employer contribution / active EE | $3,074 | $1,859+65.4% | $2,649+16.1% | $2,019+52.3% |
| Participant deferral / active EE | $199 | $2,374-91.6% | $4,123-95.2% | $3,358-94.1% |
| Admin fee / account holder | $635 | $2,435-73.9% | $5,150-87.7% | $3,203-80.2% |