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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 | $21,957 | $166,242-86.8% | $165,071-86.7% | $145,884-84.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 5.12% | 100.44%-95.3pp | 70.17%-65.1pp | 551.85%-546.7pp |
| Employer contribution / active EE | $0 | $5,283-100.0% | $4,347-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $868 | $6,964-87.5% | $6,035-85.6% | $6,690-87.0% |
| Admin fee / account holder | $493 | $16,658-97.0% | $12,695-96.1% | $13,392-96.3% |