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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 | $38,957 | $217,432-82.1% | $185,849-79.0% | $167,536-76.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 6.17% | 148.42%-142.2pp | 122.10%-115.9pp | 478.82%-472.6pp |
| Employer contribution / active EE | $1,530 | $5,875-74.0% | $5,169-70.4% | $4,839-68.4% |
| Participant deferral / active EE | $1,688 | $6,357-73.4% | $5,569-69.7% | $6,342-73.4% |
| Admin fee / account holder | $232,280 | $19,818+1072.0% | $16,244+1330.0% | $12,315+1786.2% |