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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 | $74,321 | $107,368-30.8% | $92,915-20.0% | $152,909-51.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 7.51% | 145.64%-138.1pp | 109.45%-101.9pp | 345.46%-338.0pp |
| Employer contribution / active EE | $9,960 | $4,222+135.9% | $3,653+172.6% | $4,764+109.1% |
| Participant deferral / active EE | $1,156 | $4,848-76.2% | $4,238-72.7% | $5,851-80.3% |
| Admin fee / account holder | $1,544 | $7,082-78.2% | $5,796-73.4% | $11,601-86.7% |