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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 | $19,790 | $109,872-82.0% | $98,483-79.9% | $167,536-88.2% |
| Participation rate | 83.3% | 75.8%+7.5pp | 73.3%+10.0pp | 82.1%+1.2pp |
| Annual return | 2.50% | 1959.31%-1956.8pp | 1494.38%-1491.9pp | 478.82%-476.3pp |
| Employer contribution / active EE | $8,098 | $3,225+151.1% | $2,961+173.5% | $4,839+67.3% |
| Participant deferral / active EE | $0 | $4,673-100.0% | $4,276-100.0% | $6,342-100.0% |
| Admin fee / account holder | $336 | $6,757-95.0% | $5,953-94.4% | $12,315-97.3% |