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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 | $50,654 | $157,296-67.8% | $141,191-64.1% | $152,897-66.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 13.59% | 64.34%-50.7pp | 71.41%-57.8pp | 345.43%-331.8pp |
| Employer contribution / active EE | $7,500 | $5,262+42.5% | $4,736+58.4% | $4,764+57.4% |
| Participant deferral / active EE | $1,797 | $7,111-74.7% | $6,710-73.2% | $5,851-69.3% |
| Admin fee / account holder | $974 | $12,125-92.0% | $10,264-90.5% | $11,599-91.6% |