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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 | $129,737-46.1% | $119,126-41.3% | $154,746-54.8% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 9.05% | 379.08%-370.0pp | 282.11%-273.1pp | 172.34%-163.3pp |
| Employer contribution / active EE | $3,000 | $4,375-31.4% | $4,034-25.6% | $4,379-31.5% |
| Participant deferral / active EE | $912 | $5,842-84.4% | $5,318-82.9% | $6,730-86.4% |
| Admin fee / account holder | $85,290 | $11,961+613.1% | $10,693+697.6% | $14,365+493.7% |