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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 | $31,415 | $105,200-70.1% | $159,474-80.3% | $85,847-63.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 12.42% | 45.08%-32.7pp | 263.68%-251.3pp | 318.61%-306.2pp |
| Employer contribution / active EE | $1,661 | $3,319-50.0% | $4,831-65.6% | $2,565-35.3% |
| Participant deferral / active EE | $1,633 | $5,946-72.5% | $7,353-77.8% | $3,952-58.7% |
| Admin fee / account holder | $3,189 | $6,934-54.0% | $10,802-70.5% | $6,261-49.1% |