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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 | $21,846 | $124,187-82.4% | $108,410-79.8% | $167,518-87.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 6.71% | 1379.80%-1373.1pp | 905.34%-898.6pp | 478.71%-472.0pp |
| Employer contribution / active EE | $7,797 | $4,187+86.2% | $3,558+119.1% | $4,838+61.1% |
| Participant deferral / active EE | $1,508 | $6,908-78.2% | $6,562-77.0% | $6,342-76.2% |
| Admin fee / account holder | $5,330 | $9,456-43.6% | $7,296-26.9% | $12,312-56.7% |