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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 | $31,978 | $185,883-82.8% | $170,043-81.2% | $139,466-77.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 6.11% | 60.54%-54.4pp | 53.40%-47.3pp | 373.66%-367.5pp |
| Employer contribution / active EE | $3,360 | $7,596-55.8% | $6,790-50.5% | $4,754-29.3% |
| Participant deferral / active EE | $1,590 | $11,626-86.3% | $10,410-84.7% | $6,712-76.3% |
| Admin fee / account holder | $752 | $15,393-95.1% | $12,824-94.1% | $11,409-93.4% |