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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 | $46,476 | $159,934-70.9% | $147,005-68.4% | $145,959-68.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.93% | 98.24%-90.3pp | 418.76%-410.8pp | 561.95%-554.0pp |
| Employer contribution / active EE | $2,178 | $5,287-58.8% | $4,934-55.9% | $4,661-53.3% |
| Participant deferral / active EE | $247 | $8,427-97.1% | $8,070-96.9% | $6,689-96.3% |
| Admin fee / account holder | $1,064 | $15,053-92.9% | $13,006-91.8% | $13,398-92.1% |