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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 | $58,948 | $172,111-65.7% | $150,298-60.8% | $137,256-57.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 7.80% | 69.37%-61.6pp | 62.79%-55.0pp | 220.34%-212.5pp |
| Employer contribution / active EE | $22,996 | $4,636+396.0% | $4,154+453.6% | $4,156+453.3% |
| Participant deferral / active EE | $0 | $6,166-100.0% | $5,453-100.0% | $6,407-100.0% |
| Admin fee / account holder | $1,272 | $16,471-92.3% | $14,116-91.0% | $12,270-89.6% |