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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 | $56,280 | $176,077-68.0% | $159,455-64.7% | $167,518-66.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 9.81% | 331.83%-322.0pp | 263.63%-253.8pp | 478.71%-468.9pp |
| Employer contribution / active EE | $7,089 | $5,298+33.8% | $4,830+46.8% | $4,838+46.5% |
| Participant deferral / active EE | $856 | $7,751-89.0% | $7,353-88.4% | $6,342-86.5% |
| Admin fee / account holder | $416 | $12,556-96.7% | $10,800-96.2% | $12,312-96.6% |