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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 | $30,218 | $175,231-82.8% | $149,696-79.8% | $139,466-78.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 9.68% | 166.77%-157.1pp | 134.46%-124.8pp | 373.66%-364.0pp |
| Employer contribution / active EE | $9,333 | $5,478+70.4% | $4,821+93.6% | $4,754+96.3% |
| Participant deferral / active EE | $1,518 | $6,521-76.7% | $5,682-73.3% | $6,712-77.4% |
| Admin fee / account holder | $3,919 | $16,155-75.7% | $13,212-70.3% | $11,409-65.7% |