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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 | $38,062 | $107,368-64.6% | $92,915-59.0% | $152,909-75.1% |
| Participation rate | 91.7% | 79.8%+11.9pp | 76.0%+15.7pp | 82.5%+9.2pp |
| Annual return | 9.04% | 145.64%-136.6pp | 109.45%-100.4pp | 345.46%-336.4pp |
| Employer contribution / active EE | $12,728 | $4,222+201.4% | $3,653+248.4% | $4,764+167.2% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $593 | $7,082-91.6% | $5,796-89.8% | $11,601-94.9% |