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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 | $50,567 | $157,296-67.9% | $141,191-64.2% | $152,897-66.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 10.67% | 64.34%-53.7pp | 71.41%-60.7pp | 345.43%-334.8pp |
| Employer contribution / active EE | $1,286 | $5,262-75.6% | $4,736-72.9% | $4,764-73.0% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $698 | $12,125-94.2% | $10,264-93.2% | $11,599-94.0% |