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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 | $18,669 | $148,629-87.4% | $135,982-86.3% | $139,487-86.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 10.26% | 79.33%-69.1pp | 68.32%-58.1pp | 373.84%-363.6pp |
| Employer contribution / active EE | $2,299 | $5,247-56.2% | $4,859-52.7% | $4,755-51.7% |
| Participant deferral / active EE | $0 | $8,102-100.0% | $7,760-100.0% | $6,713-100.0% |
| Admin fee / account holder | $311 | $12,406-97.5% | $10,767-97.1% | $11,407-97.3% |