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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 | $36,041 | $201,370-82.1% | $184,256-80.4% | $145,897-75.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 6.31% | 29.05%-22.7pp | 28.85%-22.5pp | 552.29%-546.0pp |
| Employer contribution / active EE | $16,304 | $7,024+132.1% | $6,427+153.7% | $4,663+249.7% |
| Participant deferral / active EE | $200 | $9,808-98.0% | $9,133-97.8% | $6,689-97.0% |
| Admin fee / account holder | $4,553 | $16,364-72.2% | $13,899-67.2% | $13,390-66.0% |