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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 | $50,250 | $108,942-53.9% | $100,415-50.0% | $145,897-65.6% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 7.18% | 58.27%-51.1pp | 49.47%-42.3pp | 552.29%-545.1pp |
| Employer contribution / active EE | $5,097 | $4,422+15.3% | $3,943+29.3% | $4,663+9.3% |
| Participant deferral / active EE | $0 | $8,461-100.0% | $8,091-100.0% | $6,689-100.0% |
| Admin fee / account holder | $389 | $9,702-96.0% | $7,906-95.1% | $13,390-97.1% |