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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 | $20,729 | $107,368-80.7% | $92,915-77.7% | $152,909-86.4% |
| Participation rate | 92.3% | 79.8%+12.5pp | 76.0%+16.3pp | 82.5%+9.9pp |
| Annual return | 4.50% | 145.64%-141.1pp | 109.45%-104.9pp | 345.46%-341.0pp |
| Employer contribution / active EE | $10,979 | $4,222+160.0% | $3,653+200.5% | $4,764+130.5% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $25,219 | $7,082+256.1% | $5,796+335.1% | $11,601+117.4% |