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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 | $32,374 | $176,077-81.6% | $159,455-79.7% | $167,518-80.7% |
| Participation rate | 93.8% | 84.9%+8.8pp | 82.8%+10.9pp | 82.1%+11.6pp |
| Annual return | 8.88% | 331.83%-323.0pp | 263.63%-254.8pp | 478.71%-469.8pp |
| Employer contribution / active EE | $11,773 | $5,298+122.2% | $4,830+143.7% | $4,838+143.3% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $2,373 | $12,556-81.1% | $10,800-78.0% | $12,312-80.7% |