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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 | $75,737 | $202,342-62.6% | $172,752-56.2% | $152,897-50.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 10.82% | 1029.83%-1019.0pp | 802.97%-792.1pp | 345.43%-334.6pp |
| Employer contribution / active EE | $1,951 | $5,858-66.7% | $5,144-62.1% | $4,764-59.0% |
| Participant deferral / active EE | $375 | $5,948-93.7% | $5,198-92.8% | $5,851-93.6% |
| Admin fee / account holder | $452 | $17,111-97.4% | $13,955-96.8% | $11,599-96.1% |