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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 | $45,277 | $109,967-58.8% | $97,197-53.4% | $145,877-69.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 6.91% | 244.27%-237.4pp | 75.47%-68.6pp | 551.28%-544.4pp |
| Employer contribution / active EE | $4,338 | $3,077+41.0% | $2,723+59.3% | $4,663-7.0% |
| Participant deferral / active EE | $320 | $4,676-93.2% | $4,263-92.5% | $6,691-95.2% |
| Admin fee / account holder | $714 | $6,199-88.5% | $5,637-87.3% | $13,402-94.7% |