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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 | $47,512 | $90,530-47.5% | $76,030-37.5% | $145,897-67.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 7.85% | 625.08%-617.2pp | 361.54%-353.7pp | 552.29%-544.4pp |
| Employer contribution / active EE | $3,077 | $3,319-7.3% | $2,688+14.5% | $4,663-34.0% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $4,257-100.0% | $6,689-100.0% |
| Admin fee / account holder | $5,351 | $8,383-36.2% | $6,421-16.7% | $13,390-60.0% |