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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 | $70,366-7.4% | $66,674-2.2% | $138,895-53.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 11.75% | 386.41%-374.7pp | 321.24%-309.5pp | 145.39%-133.6pp |
| Employer contribution / active EE | $11,314 | $2,765+309.2% | $2,620+331.8% | $4,194+169.8% |
| Participant deferral / active EE | $315 | $4,374-92.8% | $4,084-92.3% | $6,396-95.1% |
| Admin fee / account holder | $750 | $5,262-85.7% | $5,098-85.3% | $12,562-94.0% |