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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 | $69,877 | $111,535-37.3% | $105,223-33.6% | $137,256-49.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 9.05% | 237.85%-228.8pp | 180.65%-171.6pp | 220.34%-211.3pp |
| Employer contribution / active EE | $3,000 | $3,939-23.8% | $3,689-18.7% | $4,156-27.8% |
| Participant deferral / active EE | $912 | $5,500-83.4% | $5,072-82.0% | $6,407-85.8% |
| Admin fee / account holder | $85,290 | $9,721+777.3% | $8,859+862.8% | $12,270+595.1% |