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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 | $17,954 | $183,592-90.2% | $155,574-88.5% | $145,877-87.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.75% | 61.37%-52.6pp | 64.87%-56.1pp | 551.28%-542.5pp |
| Employer contribution / active EE | $1,668 | $5,317-68.6% | $4,676-64.3% | $4,663-64.2% |
| Participant deferral / active EE | $900 | $6,466-86.1% | $5,629-84.0% | $6,691-86.5% |
| Admin fee / account holder | $56,197 | $19,316+190.9% | $15,914+253.1% | $13,402+319.3% |