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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 | $89,303 | $70,366+26.9% | $66,674+33.9% | $138,895-35.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 11.03% | 386.41%-375.4pp | 321.24%-310.2pp | 145.39%-134.4pp |
| Employer contribution / active EE | $921 | $2,765-66.7% | $2,620-64.8% | $4,194-78.0% |
| Participant deferral / active EE | $457 | $4,374-89.6% | $4,084-88.8% | $6,396-92.9% |
| Admin fee / account holder | $1,018,858 | $5,262+19260.8% | $5,098+19885.1% | $12,562+8010.5% |