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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 | $97,190 | $162,529-40.2% | $130,788-25.7% | $154,746-37.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 7.94% | 510.48%-502.5pp | 386.44%-378.5pp | 172.34%-164.4pp |
| Employer contribution / active EE | $12,798 | $4,447+187.8% | $3,558+259.7% | $4,379+192.2% |
| Participant deferral / active EE | $0 | $4,808-100.0% | $4,137-100.0% | $6,730-100.0% |
| Admin fee / account holder | $561 | $7,669-92.7% | $6,673-91.6% | $14,365-96.1% |