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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 | $21,112 | $172,111-87.7% | $150,298-86.0% | $137,256-84.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 9.03% | 69.37%-60.3pp | 62.79%-53.8pp | 220.34%-211.3pp |
| Employer contribution / active EE | $2,675 | $4,636-42.3% | $4,154-35.6% | $4,156-35.6% |
| Participant deferral / active EE | $0 | $6,166-100.0% | $5,453-100.0% | $6,407-100.0% |
| Admin fee / account holder | $427 | $16,471-97.4% | $14,116-97.0% | $12,270-96.5% |