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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 | $34,819 | $175,259-80.1% | $149,723-76.7% | $139,487-75.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 7.56% | 166.82%-159.3pp | 134.50%-126.9pp | 373.84%-366.3pp |
| Employer contribution / active EE | $1,855 | $5,478-66.1% | $4,821-61.5% | $4,755-61.0% |
| Participant deferral / active EE | $173 | $6,522-97.3% | $5,682-96.9% | $6,713-97.4% |
| Admin fee / account holder | $442 | $16,158-97.3% | $13,215-96.7% | $11,407-96.1% |