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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 | $40,323 | $185,905-78.3% | $170,057-76.3% | $139,487-71.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 7.58% | 60.56%-53.0pp | 53.42%-45.8pp | 373.84%-366.3pp |
| Employer contribution / active EE | $2,576 | $7,597-66.1% | $6,790-62.1% | $4,755-45.8% |
| Participant deferral / active EE | $1,252 | $11,627-89.2% | $10,411-88.0% | $6,713-81.3% |
| Admin fee / account holder | $3,244 | $15,397-78.9% | $12,826-74.7% | $11,407-71.6% |