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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 | $183,627-90.2% | $155,602-88.5% | $145,978-87.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.75% | 61.32%-52.6pp | 64.81%-56.1pp | 550.52%-541.8pp |
| Employer contribution / active EE | $1,668 | $5,316-68.6% | $4,675-64.3% | $4,662-64.2% |
| Participant deferral / active EE | $900 | $6,466-86.1% | $5,629-84.0% | $6,690-86.5% |
| Admin fee / account holder | $56,197 | $19,327+190.8% | $15,923+252.9% | $13,400+319.4% |