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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 | $50,712 | $166,020-69.5% | $164,866-69.2% | $145,959-65.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 8.43% | 100.08%-91.7pp | 69.97%-61.5pp | 561.95%-553.5pp |
| Employer contribution / active EE | $11,429 | $5,275+116.7% | $4,343+163.2% | $4,661+145.2% |
| Participant deferral / active EE | $1,150 | $6,961-83.5% | $6,033-80.9% | $6,689-82.8% |
| Admin fee / account holder | $398 | $16,644-97.6% | $12,689-96.9% | $13,398-97.0% |