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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 | $39,937 | $184,000-78.3% | $162,185-75.4% | $152,909-73.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 8.30% | 150.80%-142.5pp | 115.61%-107.3pp | 345.46%-337.2pp |
| Employer contribution / active EE | $3,278 | $6,370-48.5% | $5,613-41.6% | $4,764-31.2% |
| Participant deferral / active EE | $1,238 | $8,033-84.6% | $7,297-83.0% | $5,851-78.8% |
| Admin fee / account holder | $936 | $13,124-92.9% | $10,844-91.4% | $11,601-91.9% |