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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 | $22,388 | $112,121-80.0% | $95,960-76.7% | $158,966-85.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 4.95% | 171.16%-166.2pp | 91.63%-86.7pp | 302.95%-298.0pp |
| Employer contribution / active EE | $3,423 | $3,199+7.0% | $2,541+34.7% | $4,762-28.1% |
| Participant deferral / active EE | $1,277 | $4,784-73.3% | $4,167-69.3% | $5,983-78.7% |
| Admin fee / account holder | $7,459 | $10,135-26.4% | $6,797+9.7% | $11,250-33.7% |