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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 | $48,962 | $107,368-54.4% | $92,915-47.3% | $152,909-68.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 8.52% | 145.64%-137.1pp | 109.45%-100.9pp | 345.46%-336.9pp |
| Employer contribution / active EE | $8,266 | $4,222+95.8% | $3,653+126.2% | $4,764+73.5% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,517 | $7,082-78.6% | $5,796-73.8% | $11,601-86.9% |