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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 | $64,235 | $183,539-65.0% | $155,556-58.7% | $145,897-56.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.67% | 61.31%-53.6pp | 64.84%-57.2pp | 552.29%-544.6pp |
| Employer contribution / active EE | $1,100 | $5,315-79.3% | $4,675-76.5% | $4,663-76.4% |
| Participant deferral / active EE | $1,618 | $6,467-75.0% | $5,631-71.3% | $6,689-75.8% |
| Admin fee / account holder | $604 | $19,275-96.9% | $15,885-96.2% | $13,390-95.5% |