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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 | $23,903 | $160,028-85.1% | $147,080-83.7% | $145,884-83.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.07% | 98.60%-89.5pp | 420.17%-411.1pp | 551.85%-542.8pp |
| Employer contribution / active EE | $1,371 | $5,286-74.1% | $4,933-72.2% | $4,662-70.6% |
| Participant deferral / active EE | $1,364 | $8,422-83.8% | $8,066-83.1% | $6,690-79.6% |
| Admin fee / account holder | $30,841 | $15,030+105.2% | $12,989+137.4% | $13,392+130.3% |