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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 | $37,501 | $198,461-81.1% | $170,436-78.0% | $147,585-74.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 6.88% | 257.30%-250.4pp | 205.94%-199.1pp | 578.57%-571.7pp |
| Employer contribution / active EE | $2,474 | $6,184-60.0% | $5,433-54.5% | $4,876-49.3% |
| Participant deferral / active EE | $955 | $5,629-83.0% | $4,939-80.7% | $5,439-82.4% |
| Admin fee / account holder | $6,728 | $16,852-60.1% | $13,880-51.5% | $10,885-38.2% |