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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 | $22,272 | $160,070-86.1% | $147,117-84.9% | $145,897-84.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.18% | 98.69%-89.5pp | 420.54%-411.4pp | 552.29%-543.1pp |
| Employer contribution / active EE | $1,547 | $5,285-70.7% | $4,932-68.6% | $4,663-66.8% |
| Participant deferral / active EE | $2,323 | $8,419-72.4% | $8,065-71.2% | $6,689-65.3% |
| Admin fee / account holder | $7,630 | $15,035-49.3% | $12,993-41.3% | $13,390-43.0% |