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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 | $29,018 | $148,629-80.5% | $135,982-78.7% | $139,487-79.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 9.73% | 79.33%-69.6pp | 68.32%-58.6pp | 373.84%-364.1pp |
| Employer contribution / active EE | $3,526 | $5,247-32.8% | $4,859-27.4% | $4,755-25.8% |
| Participant deferral / active EE | $0 | $8,102-100.0% | $7,760-100.0% | $6,713-100.0% |
| Admin fee / account holder | $732 | $12,406-94.1% | $10,767-93.2% | $11,407-93.6% |