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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 | $65,179 | $72,071-9.6% | $68,368-4.7% | $137,256-52.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 11.75% | 353.14%-341.4pp | 292.57%-280.8pp | 220.34%-208.6pp |
| Employer contribution / active EE | $11,314 | $2,788+305.8% | $2,649+327.1% | $4,156+172.2% |
| Participant deferral / active EE | $315 | $4,410-92.9% | $4,123-92.4% | $6,407-95.1% |
| Admin fee / account holder | $750 | $5,336-85.9% | $5,150-85.4% | $12,270-93.9% |