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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 | $87,325 | $160,028-45.4% | $147,080-40.6% | $145,884-40.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.03% | 98.60%-90.6pp | 420.17%-412.1pp | 551.85%-543.8pp |
| Employer contribution / active EE | $1,147 | $5,286-78.3% | $4,933-76.7% | $4,662-75.4% |
| Participant deferral / active EE | $1,824 | $8,422-78.3% | $8,066-77.4% | $6,690-72.7% |
| Admin fee / account holder | $615 | $15,030-95.9% | $12,989-95.3% | $13,392-95.4% |